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
2826
$26.3K ﹤0.01%
32,920
2827
$25.6K ﹤0.01%
18,302
+1,391
2828
$25.6K ﹤0.01%
26,130
+4,141
2829
$25.6K ﹤0.01%
247
+67
2830
$25.5K ﹤0.01%
13,089
+57
2831
$24.3K ﹤0.01%
+10,719
2832
$23.8K ﹤0.01%
18,334
2833
$23.7K ﹤0.01%
93,888
2834
$23.6K ﹤0.01%
+692
2835
$23.2K ﹤0.01%
1,102
2836
$22.7K ﹤0.01%
275
-46
2837
$22.2K ﹤0.01%
3,089
-1,166
2838
$21.2K ﹤0.01%
+851
2839
$20.9K ﹤0.01%
10,878
+78
2840
$19.9K ﹤0.01%
1,084
+411
2841
$19.2K ﹤0.01%
11,979
+1,871
2842
$19.1K ﹤0.01%
12,240
-1,737
2843
$18.7K ﹤0.01%
+11,263
2844
$17.9K ﹤0.01%
15,001
-7,023
2845
$17.4K ﹤0.01%
+10,239
2846
$17K ﹤0.01%
921
+49
2847
$16.9K ﹤0.01%
75
+12
2848
$15.8K ﹤0.01%
+713
2849
$15K ﹤0.01%
21,064
-20
2850
$13.8K ﹤0.01%
15,196
-12,395
112 113
114
115 116