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
2801
$36.5K ﹤0.01%
31,498
-39,151
2802
$36.4K ﹤0.01%
16,609
-2,175
2803
$36K ﹤0.01%
12,689
-9,442
2804
$35.9K ﹤0.01%
+26,795
2805
$35.8K ﹤0.01%
1,018
+13
2806
$34.6K ﹤0.01%
27,264
+2,848
2807
$34K ﹤0.01%
1,732
+485
2808
$33.5K ﹤0.01%
20,316
+263
2809
$33.1K ﹤0.01%
+15,481
2810
$32.9K ﹤0.01%
+21,492
2811
$32.3K ﹤0.01%
1,381
+392
2812
$32.1K ﹤0.01%
+10,491
2813
$32.1K ﹤0.01%
34,512
-748
2814
$30.8K ﹤0.01%
21,978
+856
2815
$30.2K ﹤0.01%
15,837
-2,054
2816
$30.2K ﹤0.01%
12,650
-2,193
2817
$29.6K ﹤0.01%
6,341
+5,226
2818
$29.6K ﹤0.01%
10,458
-3,886
2819
$29.6K ﹤0.01%
10,716
-4,360
2820
$29.4K ﹤0.01%
10,122
-914
2821
$29.2K ﹤0.01%
14,960
+585
2822
$28.9K ﹤0.01%
14,318
+14
2823
$28.6K ﹤0.01%
744
-9
2824
$27.4K ﹤0.01%
761
-85
2825
$27.4K ﹤0.01%
13,681
-1,240