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
– –
-6,631
3027
– –
-13,750
3028
– –
-11,569
3029
– –
-13,085
3030
– –
-137
3031
– –
-10,299
3032
– –
-2,390
3033
– –
-10,975
3034
– –
-1,518
3035
– –
-3,902
3036
– –
-10,388
3037
– –
-5,968
3038
– –
-192,789
3039
– –
-36,600
3040
– –
-95,228
3041
– –
-1,195,000
3042
– –
-54,981
3043
– –
-13,840
3044
– –
-42,488
3045
– –
-5,046
3046
– –
-23,805
3047
– –
-21,622
3048
– –
-20,973
3049
– –
-18,700
3050
– –
-39,034
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