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
3001
– –
-17,692
3002
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-10,998
3003
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-10,170
3004
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3005
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3006
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-44,559
3007
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-2,719
3008
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-10,599
3009
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-11,676
3010
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-57,950
3011
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-20,517
3012
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-6,874
3013
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-3,427
3014
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-760
3015
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-3,731
3016
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-4,004
3017
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-8,301
3018
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-11,530
3019
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-12,692
3020
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-10,043
3021
– –
-5,759
3022
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-16,744
3023
– –
-11,089
3024
– –
-1
3025
– –
-8,639
119 120
121
122 123