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
2951
– –
-11,415
2952
– –
-5,469
2953
– –
-11,142
2954
– –
-541
2955
– –
-4,134
2956
– –
-11,340
2957
– –
-10,709
2958
– –
-1,316
2959
– –
-2,911
2960
– –
-4,645
2961
– –
-6,168
2962
– –
-5,679
2963
– –
-78,606
2964
– –
-15,801
2965
– –
-1,020
2966
– –
-16,987
2967
– –
-22,726
2968
– –
-6,143
2969
– –
-8,273
2970
– –
-10,097
2971
– –
-11,507
2972
– –
-14,455
2973
– –
-5,699
2974
– –
-4,030
2975
– –
-4,753
117 118
119
120 121