Mariner

Mariner Portfolio holdings

AUM $77.4B
1-Year Est. Return 22.02%
This Quarter Est. Return
1 Year Est. Return
+22.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.1B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$47.9M
2
+$45.7M
3
+$33.4M
4
SCHW icon
Charles Schwab
SCHW
+$32.3M
5
BKR icon
Baker Hughes
BKR
+$27.9M

Top Sells

1
+$29.2M
2
+$22.7M
3
+$21.5M
4
ZBH icon
Zimmer Biomet
ZBH
+$19.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$15.4M

Sector Composition

1 Technology 13.51%
2 Financials 7.63%
3 Healthcare 7.57%
4 Consumer Discretionary 5.59%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.06M 0.01%
31,712
+2,720
652
$1.05M 0.01%
26,323
-10,848
653
$1.05M 0.01%
11,333
+184
654
$1.03M 0.01%
73,737
655
$1.03M 0.01%
17,249
-602
656
$1.03M 0.01%
+10,682
657
$1.02M 0.01%
12,144
+613
658
$1.02M 0.01%
31,517
+558
659
$1.02M 0.01%
12,720
+1,981
660
$1.02M 0.01%
+19,038
661
$1.02M 0.01%
149,455
+58
662
$1.01M 0.01%
23,752
-13,470
663
$1.01M 0.01%
18,826
-399
664
$1.01M 0.01%
27,064
+9,508
665
$1M 0.01%
12,594
+604
666
$994K 0.01%
20,155
+4,635
667
$983K 0.01%
30,792
+13,850
668
$978K 0.01%
14,425
+2,623
669
$976K 0.01%
26,817
+2,631
670
$976K 0.01%
24,867
+5,351
671
$969K 0.01%
33,775
+236
672
$967K 0.01%
+10,304
673
$967K 0.01%
18,182
+2,003
674
$960K 0.01%
49,607
+3,667
675
$953K 0.01%
25,972
+6,600
25 26
27
28 29