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
2501
$201K ﹤0.01%
+4,210
2502
$201K ﹤0.01%
10,338
-549
2503
$201K ﹤0.01%
4,030
-773
2504
$201K ﹤0.01%
5,427
+143
2505
$200K ﹤0.01%
8,910
-1,000
2506
$200K ﹤0.01%
21,808
+9,239
2507
$199K ﹤0.01%
+54,800
2508
$199K ﹤0.01%
18,562
+1,094
2509
$199K ﹤0.01%
32,214
+17,770
2510
$198K ﹤0.01%
42,133
+720
2511
$198K ﹤0.01%
20,596
+3,905
2512
$198K ﹤0.01%
13,342
-9,908
2513
$198K ﹤0.01%
26,800
-1,147
2514
$197K ﹤0.01%
16,688
+1,046
2515
$196K ﹤0.01%
16,093
-1,001
2516
$195K ﹤0.01%
12,789
+2,006
2517
$195K ﹤0.01%
19,484
+5,757
2518
$195K ﹤0.01%
+11,417
2519
$195K ﹤0.01%
24,738
+1,204
2520
$194K ﹤0.01%
18,259
+505
2521
$194K ﹤0.01%
+11,493
2522
$193K ﹤0.01%
43,904
+1,961
2523
$192K ﹤0.01%
25,253
+1,355
2524
$192K ﹤0.01%
18,848
-3,769
2525
$192K ﹤0.01%
12,856
+204
99 100
101
102 103