Mariner

Mariner Portfolio holdings

AUM $84B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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
+$74.9M
2
+$64.5M
3
+$49.4M
4
AAPL icon
Apple
AAPL
+$43.6M
5
TSLA icon
Tesla
TSLA
+$40.3M

Top Sells

1
+$57.6M
2
+$43.1M
3
+$26.2M
4
SCHW icon
Charles Schwab
SCHW
+$22.5M
5
PFE icon
Pfizer
PFE
+$21.1M

Sector Composition

1 Technology 15.86%
2 Financials 7.23%
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
2876
$4.41K ﹤0.01%
+20,000
2877
$3.92K ﹤0.01%
+4
2878
$3.78K ﹤0.01%
16,562
2879
$3.48K ﹤0.01%
236
2880
$2.88K ﹤0.01%
+567
2881
$2.24K ﹤0.01%
+77
2882
– –
-12,784
2883
– –
-15,029
2884
$0 ﹤0.01%
14,994
+162
2885
– –
-880
2886
– –
-229
2887
– –
-8,639
2888
– –
-6,631
2889
– –
-13,750
2890
– –
-11,569
2891
– –
-13,085
2892
– –
-137
2893
– –
-10,299
2894
– –
-2,390
2895
– –
-10,975
2896
– –
-1,518
2897
– –
-3,902
2898
– –
-10,388
2899
– –
-5,968
2900
– –
-192,789
114 115
116
117 118