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
876
$284K ﹤0.01%
11,737
+8
877
$282K ﹤0.01%
+11,491
878
$279K ﹤0.01%
12,000
879
$276K ﹤0.01%
19,298
-2,987
880
$271K ﹤0.01%
10,923
-2,890
881
$270K ﹤0.01%
+10,105
882
$267K ﹤0.01%
33,906
+158
883
$266K ﹤0.01%
28,703
884
$266K ﹤0.01%
+15,927
885
$263K ﹤0.01%
15,333
+1,406
886
$262K ﹤0.01%
18,616
-2,450
887
$257K ﹤0.01%
15,593
+961
888
$254K ﹤0.01%
27,228
+460
889
$253K ﹤0.01%
12,494
-617
890
$250K ﹤0.01%
+16,671
891
$248K ﹤0.01%
+11,694
892
$248K ﹤0.01%
+16,160
893
$243K ﹤0.01%
10,392
+192
894
$242K ﹤0.01%
+3,479
895
$242K ﹤0.01%
57,412
+233
896
$241K ﹤0.01%
10,253
+112
897
$240K ﹤0.01%
11,705
+142
898
$235K ﹤0.01%
11,077
899
$232K ﹤0.01%
+29,365
900
$229K ﹤0.01%
11,710
+350
34 35
36
37 38