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
2526
$191K ﹤0.01%
12,852
-3,502
2527
$189K ﹤0.01%
19,147
-12,011
2528
$189K ﹤0.01%
18,369
-259
2529
$187K ﹤0.01%
+12,552
2530
$186K ﹤0.01%
52,619
+38,615
2531
$185K ﹤0.01%
14,697
-3,882
2532
$184K ﹤0.01%
12,750
+1,500
2533
$184K ﹤0.01%
19,745
-14
2534
$184K ﹤0.01%
10,423
2535
$184K ﹤0.01%
19,456
+6,446
2536
$183K ﹤0.01%
+16,803
2537
$183K ﹤0.01%
+13,204
2538
$183K ﹤0.01%
19,130
-3,420
2539
$183K ﹤0.01%
20,637
+425
2540
$182K ﹤0.01%
36,108
+10,281
2541
$182K ﹤0.01%
15,375
+3,352
2542
$181K ﹤0.01%
11,362
-3,717
2543
$181K ﹤0.01%
24,746
+2,501
2544
$180K ﹤0.01%
+22,413
2545
$179K ﹤0.01%
19,655
+6,017
2546
$178K ﹤0.01%
+12,669
2547
$178K ﹤0.01%
25,339
+2,603
2548
$177K ﹤0.01%
14,268
+1,250
2549
$176K ﹤0.01%
38,871
+99
2550
$176K ﹤0.01%
16,704
+462
100 101
102
103 104