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
2726
$73.2K ﹤0.01%
33,746
-18,779
2727
$72.3K ﹤0.01%
+16,348
2728
$72.2K ﹤0.01%
3,695
+1,796
2729
$71.9K ﹤0.01%
+27,654
2730
$70.6K ﹤0.01%
833
+210
2731
$70.3K ﹤0.01%
+10,155
2732
$70.1K ﹤0.01%
11,976
-387
2733
$70K ﹤0.01%
+11,338
2734
$69.8K ﹤0.01%
23,253
-7,609
2735
$69.3K ﹤0.01%
+2,535
2736
$69.3K ﹤0.01%
12,150
2737
$67.7K ﹤0.01%
13,929
+1,330
2738
$67.5K ﹤0.01%
18,391
-457
2739
$66.7K ﹤0.01%
+15,699
2740
$65.3K ﹤0.01%
24,024
-12,377
2741
$64.8K ﹤0.01%
+11,780
2742
$63K ﹤0.01%
16,060
+2,899
2743
$62.6K ﹤0.01%
+2,947
2744
$62.2K ﹤0.01%
14,194
-1,639
2745
$62.1K ﹤0.01%
+13,452
2746
$62.1K ﹤0.01%
10,124
-708
2747
$60.7K ﹤0.01%
20,774
-4,903
2748
$60.2K ﹤0.01%
+13,405
2749
$59.7K ﹤0.01%
+10,394
2750
$59.6K ﹤0.01%
12,141
-11,889
108 109
110
111 112