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
301
$18.4M 0.05%
226,845
+3,526
302
$18.3M 0.05%
151,282
-2,969
303
$18.3M 0.05%
550,574
+39,008
304
$18.2M 0.05%
7,168
-438
305
$18.1M 0.05%
187,182
+2,062
306
$17.9M 0.05%
228,286
+5,625
307
$17.8M 0.05%
101,738
+2,417
308
$17.8M 0.05%
88,952
+2,037
309
$17.7M 0.05%
227,142
-6,846
310
$17.7M 0.05%
118,604
-2,058
311
$17.6M 0.05%
246,892
+12,634
312
$17.5M 0.05%
159,856
-1,692
313
$17.5M 0.05%
173,827
+55,087
314
$17.4M 0.05%
350,474
+10,548
315
$17.4M 0.05%
266,621
-18,448
316
$17.1M 0.05%
336,951
-6,223
317
$17.1M 0.05%
236,735
+27,132
318
$17M 0.05%
167,819
-6,633
319
$16.9M 0.05%
316,145
+81,596
320
$16.9M 0.05%
498,579
+62,330
321
$16.8M 0.05%
333,720
+104,497
322
$16.7M 0.04%
165,661
+23,445
323
$16.7M 0.04%
437,067
-12,861
324
$16.6M 0.04%
311,498
-15,492
325
$16.6M 0.04%
284,274
+16,478
11 12
13
14 15