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
2601
$150K ﹤0.01%
14,598
+1,129
2602
$149K ﹤0.01%
23,186
+5,676
2603
$149K ﹤0.01%
12,144
-207
2604
$148K ﹤0.01%
17,480
+6,919
2605
$148K ﹤0.01%
+10,622
2606
$148K ﹤0.01%
16,180
+1,355
2607
$148K ﹤0.01%
31,330
+1,465
2608
$148K ﹤0.01%
20,619
-5,513
2609
$147K ﹤0.01%
+10,048
2610
$146K ﹤0.01%
+10,424
2611
$146K ﹤0.01%
+10,660
2612
$146K ﹤0.01%
+16,895
2613
$145K ﹤0.01%
13,877
-6,152
2614
$145K ﹤0.01%
14,956
-4,523
2615
$144K ﹤0.01%
23,685
-1,466
2616
$144K ﹤0.01%
23,153
-5,218
2617
$143K ﹤0.01%
10,810
+463
2618
$143K ﹤0.01%
+11,902
2619
$142K ﹤0.01%
59,450
+30,791
2620
$142K ﹤0.01%
55,590
+8,536
2621
$142K ﹤0.01%
33,637
-1,509
2622
$141K ﹤0.01%
15,096
-7,364
2623
$141K ﹤0.01%
11,340
+3,014
2624
$140K ﹤0.01%
22,149
-573
2625
$139K ﹤0.01%
+14,491
103 104
105
106 107