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
2701
$86.7K ﹤0.01%
19,488
+1,789
2702
$85.9K ﹤0.01%
29,707
+10,421
2703
$85.7K ﹤0.01%
12,316
+512
2704
$84.2K ﹤0.01%
12,022
+1,050
2705
$84.1K ﹤0.01%
+75,079
2706
$82.6K ﹤0.01%
831
-401
2707
$82.4K ﹤0.01%
18,683
+4,581
2708
$82.2K ﹤0.01%
10,077
-316
2709
$81.9K ﹤0.01%
10,860
-18,511
2710
$80.5K ﹤0.01%
18,905
-48
2711
$80K ﹤0.01%
23,892
+8,520
2712
$79.8K ﹤0.01%
+16,479
2713
$79.3K ﹤0.01%
42,872
+1,061
2714
$78.4K ﹤0.01%
+10,540
2715
$78K ﹤0.01%
105,910
+1,000
2716
$77.2K ﹤0.01%
10,510
-4,815
2717
$76K ﹤0.01%
1,114
-377
2718
$75.7K ﹤0.01%
22,411
+9,055
2719
$75.4K ﹤0.01%
+11,625
2720
$75.3K ﹤0.01%
16,337
-2,168
2721
$75.3K ﹤0.01%
41,359
+5,259
2722
$75.1K ﹤0.01%
+11,043
2723
$75K ﹤0.01%
5,000
2724
$74.3K ﹤0.01%
62,968
+28,862
2725
$73.6K ﹤0.01%
20,053
-3,791
107 108
109
110 111