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
$7.02B
AUM Growth
+$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$39.7M
3
+$27.4M
4
ABT icon
Abbott
ABT
+$27.2M
5
AAPL icon
Apple
AAPL
+$26M

Top Sells

1
+$21.1M
2
+$19.9M
3
+$10.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.48M
5
CELG
Celgene Corp
CELG
+$8.47M

Sector Composition

1 Financials 9.62%
2 Technology 8.52%
3 Healthcare 8.41%
4 Industrials 6.04%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1K ﹤0.01%
+50,819
1027
– –
-41,450
1028
– –
-12,920
1029
– –
-2,547
1030
– –
-30,000
1031
– –
-9,567
1032
– –
-4,739
1033
– –
-12,428
1034
– –
-22,396
1035
– –
-2,068
1036
– –
-6,856
1037
– –
-12,788
1038
– –
-9,738
1039
– –
-15,000
1040
– –
-10,294
1041
– –
-25,941
1042
– –
-11,637
1043
– –
-37,057
1044
– –
-10,542
1045
– –
-270
1046
– –
-19,422
1047
– –
-31,938
1048
– –
-12,562
1049
– –
-2,616
1050
– –
-13,717
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