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
2776
$46.4K ﹤0.01%
3,157
-241
2777
$45.8K ﹤0.01%
15,465
+4,350
2778
$45.3K ﹤0.01%
14,327
-366
2779
$44.7K ﹤0.01%
22,106
+6,947
2780
$44.1K ﹤0.01%
3,017
+1,214
2781
$44K ﹤0.01%
11,866
+103
2782
$43.5K ﹤0.01%
6,900
2783
$43K ﹤0.01%
30,948
+10,330
2784
$42.8K ﹤0.01%
20,582
+1,889
2785
$42.6K ﹤0.01%
38
-12
2786
$42.1K ﹤0.01%
+4,010
2787
$40.6K ﹤0.01%
1,439
+30
2788
$40.1K ﹤0.01%
13,285
-2,673
2789
$39.7K ﹤0.01%
10,411
-345
2790
$39.6K ﹤0.01%
2,912
2791
$39.5K ﹤0.01%
838
+480
2792
$38.6K ﹤0.01%
17,392
-11,138
2793
$38.5K ﹤0.01%
10,441
-812
2794
$38.2K ﹤0.01%
32,927
2795
$37.8K ﹤0.01%
32,002
+28
2796
$37.7K ﹤0.01%
4,817
+1,090
2797
$37.7K ﹤0.01%
8,885
-12,424
2798
$37.4K ﹤0.01%
14,674
+798
2799
$37K ﹤0.01%
17,207
+3,504
2800
$36.8K ﹤0.01%
17,346
+400
110 111
112
113 114