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
– –
-2,539
2902
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-21,100
2903
– –
-12,599
2904
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-10,410
2905
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2906
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-4,738
2907
– –
-73,748
2908
– –
-2,363
2909
– –
-10,705
2910
– –
-10,320
2911
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-18,211
2912
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-10,125
2913
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-1,332
2914
– –
-10,210
2915
– –
-4,173
2916
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-10,756
2917
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2918
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-5,632
2919
– –
-10,001
2920
– –
-1,667
2921
– –
-13,194
2922
– –
-5,027
2923
– –
-2,537
2924
– –
-75,371
2925
– –
-5,055
115 116
117
118 119