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
826
$422K ﹤0.01%
14,599
-1,299
827
$419K ﹤0.01%
24,025
+801
828
$413K ﹤0.01%
18,838
+4
829
$411K ﹤0.01%
13,480
+66
830
$406K ﹤0.01%
32,960
+5,473
831
$403K ﹤0.01%
1,633
+5
832
$400K ﹤0.01%
+14,880
833
$395K ﹤0.01%
10,649
+196
834
$389K ﹤0.01%
+11,325
835
$384K ﹤0.01%
7,278
+304
836
$384K ﹤0.01%
16,715
+2,204
837
$382K ﹤0.01%
+10,180
838
$379K ﹤0.01%
10,645
+166
839
$378K ﹤0.01%
+10,157
840
$377K ﹤0.01%
16,061
+2,821
841
$373K ﹤0.01%
18,866
842
$369K ﹤0.01%
10,699
-1,178
843
$367K ﹤0.01%
+13,376
844
$363K ﹤0.01%
18,521
+3,867
845
$363K ﹤0.01%
15,528
+5,169
846
$361K ﹤0.01%
10,881
-747
847
$361K ﹤0.01%
15,026
+909
848
$357K ﹤0.01%
1,476
-1,158
849
$357K ﹤0.01%
+37,482
850
$353K ﹤0.01%
+31,721
32 33
34
35 36