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
2476
$207K ﹤0.01%
12,860
-3,258
2477
$207K ﹤0.01%
4,586
-422
2478
$207K ﹤0.01%
+3,140
2479
$207K ﹤0.01%
+3,185
2480
$206K ﹤0.01%
+7,171
2481
$206K ﹤0.01%
6,157
-946
2482
$206K ﹤0.01%
14,202
+1,178
2483
$205K ﹤0.01%
46,902
+21,203
2484
$205K ﹤0.01%
+3,904
2485
$205K ﹤0.01%
20,296
-1,132
2486
$205K ﹤0.01%
+4,460
2487
$205K ﹤0.01%
+4,331
2488
$204K ﹤0.01%
6,031
-1,789
2489
$204K ﹤0.01%
31,741
+4,058
2490
$204K ﹤0.01%
1,117
-5
2491
$203K ﹤0.01%
2,943
-627
2492
$203K ﹤0.01%
+2,793
2493
$202K ﹤0.01%
13,892
-1,438
2494
$202K ﹤0.01%
1,743
+21
2495
$202K ﹤0.01%
13,217
+736
2496
$202K ﹤0.01%
4,633
+490
2497
$202K ﹤0.01%
19,678
+8,099
2498
$202K ﹤0.01%
18,050
-4,982
2499
$202K ﹤0.01%
+8,125
2500
$201K ﹤0.01%
+3,596
98 99
100
101 102