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
326
$16.4M 0.04%
496,165
+14,327
327
$16.2M 0.04%
302,368
+23,597
328
$16.1M 0.04%
342,982
-139,856
329
$15.9M 0.04%
553,974
-111,574
330
$15.8M 0.04%
715,374
+94,824
331
$15.7M 0.04%
1,136,695
+77,730
332
$15.7M 0.04%
373,626
+47,409
333
$15.7M 0.04%
145,699
-1,052
334
$15.6M 0.04%
93,137
-66
335
$15.6M 0.04%
734,107
-17,004
336
$15.6M 0.04%
199,345
+4,087
337
$15.6M 0.04%
470,688
-108,044
338
$15.6M 0.04%
326,165
+8,509
339
$15.5M 0.04%
178,053
-2,996
340
$15.3M 0.04%
31,590
-3,082
341
$15.2M 0.04%
464,846
-66
342
$15M 0.04%
192,080
+35,775
343
$15M 0.04%
461,013
-12,833
344
$14.8M 0.04%
277,287
+16,123
345
$14.8M 0.04%
175,192
-2,548
346
$14.7M 0.04%
131,003
+11,702
347
$14.7M 0.04%
157,636
+5,884
348
$14.7M 0.04%
318,568
-13,061
349
$14.6M 0.04%
589,861
-15,901
350
$14.5M 0.04%
138,416
+830
12 13
14
15 16