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
251
$24.7M 0.07%
695,405
+3,016
252
$24.6M 0.07%
673,151
+50,902
253
$24.5M 0.07%
501,508
+34,249
254
$24.3M 0.07%
374,864
+21,570
255
$24.2M 0.06%
336,469
-33,326
256
$24.1M 0.06%
606,498
+49,662
257
$23.9M 0.06%
45
-2
258
$23.8M 0.06%
698,142
+80,932
259
$23.7M 0.06%
897,900
+18,720
260
$23.7M 0.06%
562,899
+92,271
261
$23.5M 0.06%
117,618
+1,241
262
$23.4M 0.06%
261,790
-28,136
263
$23M 0.06%
44,931
+2,880
264
$21.8M 0.06%
142,861
+3,780
265
$21.8M 0.06%
160,590
-801
266
$21.7M 0.06%
587,092
-14,512
267
$21.5M 0.06%
365,205
+33,263
268
$21.4M 0.06%
332,287
+12,592
269
$21.3M 0.06%
132,288
+6,777
270
$21.2M 0.06%
85,860
+1,097
271
$21.2M 0.06%
307,633
+13,173
272
$21.2M 0.06%
442,250
+11,944
273
$21.1M 0.06%
627,649
+10,349
274
$21.1M 0.06%
369,724
+20,810
275
$21.1M 0.06%
56,727
+2,325
9 10
11
12 13