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
$37.3B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,073
New
Increased
Reduced
Closed

Top Buys

1
+$71.9M
2
+$61.6M
3
+$48.2M
4
AAPL icon
Apple
AAPL
+$40.7M
5
TSLA icon
Tesla
TSLA
+$39.3M

Top Sells

1
+$55.3M
2
+$40.3M
3
+$25.1M
4
SCHW icon
Charles Schwab
SCHW
+$20.4M
5
PFE icon
Pfizer
PFE
+$19.8M

Sector Composition

1 Technology 15.87%
2 Financials 7.22%
3 Healthcare 6.88%
4 Consumer Discretionary 6.37%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.6M 0.08%
174,163
-577
227
$29.4M 0.08%
715,563
+6,520
228
$29.3M 0.08%
373,984
+40,440
229
$29.2M 0.08%
548,926
+8,286
230
$29M 0.08%
1,058,164
-51,398
231
$28.7M 0.08%
317,556
+61,527
232
$28.6M 0.08%
267,264
-3,913
233
$28.2M 0.08%
304,302
+22,553
234
$28.1M 0.08%
244,564
-150,614
235
$28.1M 0.08%
568,203
+21,709
236
$27.8M 0.07%
63,153
-16,839
237
$27.6M 0.07%
602,433
+23,738
238
$27.2M 0.07%
102,527
-20,955
239
$27.1M 0.07%
766,788
+10,285
240
$26.9M 0.07%
1,121,995
-35,294
241
$26.6M 0.07%
350,020
+1,896
242
$26.2M 0.07%
219,081
+11,221
243
$26.1M 0.07%
1,027,813
+18,963
244
$26M 0.07%
59,683
+2,219
245
$25.8M 0.07%
248,564
+12,932
246
$25.7M 0.07%
1,098,966
+280,973
247
$25.7M 0.07%
282,109
+27,065
248
$25.2M 0.07%
673,603
-4,780
249
$25.1M 0.07%
290,608
+13,802
250
$24.8M 0.07%
844,837
+28,176
8 9
10
11 12