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
3001
– –
-4,753
3002
– –
-13,424
3003
– –
-13,143
3004
– –
-12,111
3005
– –
-17,215
3006
– –
-3,735
3007
– –
-38,501
3008
– –
-5,790
3009
– –
-10,121
3010
– –
-22,162
3011
– –
-21,655
3012
– –
-18,863
3013
– –
-17,175
3014
– –
-44,650
3015
– –
-7,934
3016
– –
-5,510
3017
– –
-6,892
3018
– –
-2,960
3019
– –
-26,952
3020
– –
-16,457
3021
– –
-2,539
3022
– –
-1,694
3023
– –
-10,547
3024
– –
-11,309
3025
– –
-17,692
119 120
121
122 123