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
2901
– –
-10,299
2902
– –
-2,390
2903
– –
-10,975
2904
– –
-1,518
2905
– –
-3,902
2906
– –
-10,388
2907
– –
-5,968
2908
– –
-192,789
2909
– –
-19,999
2910
– –
-36,600
2911
– –
-95,228
2912
– –
-1,195,000
2913
– –
-54,981
2914
– –
-13,840
2915
– –
-42,488
2916
– –
-5,046
2917
– –
-23,805
2918
– –
-21,622
2919
– –
-20,973
2920
– –
-18,700
2921
– –
-39,034
2922
– –
-11,102
2923
– –
-11,388
2924
– –
-33,120
2925
– –
-106,588
115 116
117
118 119