Mariner

Mariner Portfolio holdings

AUM $84B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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
+$48.1M
2
+$45.8M
3
+$32.6M
4
SCHW icon
Charles Schwab
SCHW
+$31.4M
5
BKR icon
Baker Hughes
BKR
+$28.1M

Top Sells

1
+$26.4M
2
+$23.1M
3
+$22.5M
4
ZBH icon
Zimmer Biomet
ZBH
+$20.5M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$15.1M

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
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