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
3026
– –
-6,892
3027
– –
-2,960
3028
– –
-26,952
3029
– –
-16,457
3030
– –
-2,539
3031
– –
-1,694
3032
– –
-10,547
3033
– –
-11,309
3034
– –
-17,692
3035
– –
-10,998
3036
– –
-10,170
3037
– –
-1,341
3038
– –
-5,055
3039
– –
-24,763
3040
– –
-44,559
3041
– –
-2,719
3042
– –
-10,599
3043
– –
-11,676
3044
– –
-57,950
3045
– –
-20,517
3046
– –
-6,874
3047
– –
-3,427
3048
– –
-760
3049
– –
-3,731
3050
– –
-4,004
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