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
51
$75.5M 0.47%
190,728
+14,221
52
$75M 0.47%
927,214
+6,352
53
$74.6M 0.46%
384,480
+5,149
54
$74.4M 0.46%
502,357
-11,445
55
$73.8M 0.46%
477,878
+71,689
56
$73.5M 0.46%
1,564,401
+191,982
57
$73M 0.45%
727,408
+2,504
58
$72.8M 0.45%
971,984
+6,202
59
$72.6M 0.45%
626,531
+46,284
60
$71.5M 0.44%
682,329
+22,361
61
$70.4M 0.44%
139,570
+14,079
62
$69.9M 0.43%
420,808
+85,472
63
$69.8M 0.43%
2,556,212
-3,934
64
$69.6M 0.43%
307,263
+94,569
65
$69.3M 0.43%
567,800
+46,580
66
$68M 0.42%
227,867
+36,263
67
$67.2M 0.42%
536,180
+24,540
68
$64.2M 0.4%
223,009
+4,524
69
$64M 0.4%
269,040
+15,415
70
$64M 0.4%
1,270,832
+94,437
71
$63.3M 0.39%
287,739
+43,522
72
$61.7M 0.38%
417,853
+16,724
73
$60.4M 0.37%
170,330
-3,074
74
$59.8M 0.37%
377,300
-364
75
$59.7M 0.37%
1,081,641
+7,741
1 2
3
4 5