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
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
– –
-4,738
2883
– –
-73,748
2884
– –
-2,363
2885
– –
-10,043
2886
– –
-5,759
2887
– –
-16,744
2888
– –
-11,089
2889
– –
-12,784
2890
– –
-15,029
2891
$0 ﹤0.01%
14,994
+162
2892
– –
-880
2893
– –
-229
2894
– –
-1
2895
– –
-8,639
2896
– –
-6,631
2897
– –
-13,750
2898
– –
-11,569
2899
– –
-13,085
2900
– –
-137
114 115
116
117 118