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
2576
$166K ﹤0.01%
18,054
-1,143
2577
$165K ﹤0.01%
14,980
+1,756
2578
$165K ﹤0.01%
+10,420
2579
$165K ﹤0.01%
+10,496
2580
$165K ﹤0.01%
13,139
-6,883
2581
$164K ﹤0.01%
27,983
+5,656
2582
$164K ﹤0.01%
13,129
+692
2583
$162K ﹤0.01%
17,380
+5
2584
$161K ﹤0.01%
25,216
+951
2585
$160K ﹤0.01%
24,952
+4,339
2586
$159K ﹤0.01%
11,534
-579
2587
$157K ﹤0.01%
+34,143
2588
$157K ﹤0.01%
20,373
+8,496
2589
$156K ﹤0.01%
10,531
-1,253
2590
$156K ﹤0.01%
18,947
+2,667
2591
$155K ﹤0.01%
14,317
-2,519
2592
$154K ﹤0.01%
15,052
+4,631
2593
$154K ﹤0.01%
27,760
-2,900
2594
$154K ﹤0.01%
14,031
+2,140
2595
$152K ﹤0.01%
9,291
+2,789
2596
$151K ﹤0.01%
+11,038
2597
$151K ﹤0.01%
152,181
+50,779
2598
$150K ﹤0.01%
10,152
-6,999
2599
$150K ﹤0.01%
12,772
-899
2600
$150K ﹤0.01%
105,665
+14,314
102 103
104
105 106