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
2651
$117K ﹤0.01%
3,964
+1,816
2652
$116K ﹤0.01%
+10,231
2653
$116K ﹤0.01%
31,782
-4,448
2654
$116K ﹤0.01%
+17,626
2655
$114K ﹤0.01%
11,887
-295
2656
$114K ﹤0.01%
+25,168
2657
$113K ﹤0.01%
43,794
-544
2658
$112K ﹤0.01%
121,750
2659
$111K ﹤0.01%
17,076
+1,505
2660
$110K ﹤0.01%
10,000
2661
$109K ﹤0.01%
15,579
-275
2662
$109K ﹤0.01%
19,915
-3,667
2663
$108K ﹤0.01%
12,782
-414
2664
$108K ﹤0.01%
11,456
+553
2665
$108K ﹤0.01%
11,186
+215
2666
$107K ﹤0.01%
10,200
2667
$107K ﹤0.01%
86,000
+25,000
2668
$105K ﹤0.01%
15,130
+4,544
2669
$105K ﹤0.01%
928
-1,848
2670
$104K ﹤0.01%
+10,261
2671
$104K ﹤0.01%
10,760
+7
2672
$103K ﹤0.01%
27,508
+5,971
2673
$103K ﹤0.01%
22,322
+6,019
2674
$103K ﹤0.01%
10,072
+8
2675
$102K ﹤0.01%
+10,182
105 106
107
108 109