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
2626
$139K ﹤0.01%
26,944
2627
$137K ﹤0.01%
+13,818
2628
$136K ﹤0.01%
13,000
2629
$136K ﹤0.01%
23,251
+5,398
2630
$136K ﹤0.01%
11,519
+189
2631
$135K ﹤0.01%
+11,059
2632
$135K ﹤0.01%
13,731
-179
2633
$134K ﹤0.01%
33,784
+2,516
2634
$133K ﹤0.01%
19,715
+3,802
2635
$131K ﹤0.01%
2,996
+57
2636
$131K ﹤0.01%
+11,604
2637
$129K ﹤0.01%
+11,619
2638
$128K ﹤0.01%
14,936
+1,400
2639
$128K ﹤0.01%
10,596
-317
2640
$127K ﹤0.01%
25,723
-15,095
2641
$127K ﹤0.01%
12,111
-4,614
2642
$126K ﹤0.01%
12,810
+1,835
2643
$124K ﹤0.01%
30,157
+2,679
2644
$124K ﹤0.01%
51,980
+6,318
2645
$124K ﹤0.01%
105,219
-7,771
2646
$123K ﹤0.01%
13,735
+2,188
2647
$122K ﹤0.01%
12,449
-3,132
2648
$119K ﹤0.01%
+12,458
2649
$117K ﹤0.01%
+11,300
2650
$117K ﹤0.01%
24,467
-4,596
104 105
106
107 108