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
2551
$176K ﹤0.01%
28,919
+874
2552
$176K ﹤0.01%
10,521
-52
2553
$174K ﹤0.01%
12,590
+450
2554
$174K ﹤0.01%
+26,698
2555
$174K ﹤0.01%
13,126
-1,741
2556
$173K ﹤0.01%
10,227
-238
2557
$173K ﹤0.01%
+17,080
2558
$173K ﹤0.01%
10,697
-20,189
2559
$173K ﹤0.01%
15,488
+3,888
2560
$172K ﹤0.01%
13,753
-6,874
2561
$172K ﹤0.01%
16,236
+3,886
2562
$172K ﹤0.01%
14,582
-1,491
2563
$171K ﹤0.01%
32,144
+16,038
2564
$170K ﹤0.01%
+12,418
2565
$170K ﹤0.01%
+10,049
2566
$170K ﹤0.01%
19,061
+2,971
2567
$170K ﹤0.01%
14,640
+2,942
2568
$170K ﹤0.01%
+30,225
2569
$169K ﹤0.01%
2,786
+1,003
2570
$169K ﹤0.01%
15,288
+2,528
2571
$168K ﹤0.01%
+13,001
2572
$168K ﹤0.01%
32,788
-4,715
2573
$168K ﹤0.01%
21,213
+6,650
2574
$168K ﹤0.01%
+10,452
2575
$168K ﹤0.01%
+13,757
101 102
103
104 105