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
351
$14.5M 0.04%
100,359
-1,251
352
$14.5M 0.04%
595,066
+19,222
353
$14.4M 0.04%
49,144
+2,161
354
$14.3M 0.04%
72,682
+56
355
$14.2M 0.04%
924,626
+876
356
$13.9M 0.04%
674,679
-28,275
357
$13.9M 0.04%
203,033
+21,193
358
$13.9M 0.04%
88,648
+3,929
359
$13.8M 0.04%
284,598
-78,323
360
$13.8M 0.04%
236,018
+56,572
361
$13.7M 0.04%
61,045
+149
362
$13.7M 0.04%
431,509
+24,307
363
$13.5M 0.04%
348,213
+55,512
364
$13.4M 0.04%
123,925
-5,682
365
$13.2M 0.04%
242,532
+8,265
366
$13.2M 0.04%
253,203
-10,017
367
$13.1M 0.04%
632,180
-196,514
368
$13.1M 0.04%
428,228
+18,151
369
$13M 0.03%
179,592
-15,169
370
$12.9M 0.03%
171,829
+1,191
371
$12.8M 0.03%
117,393
-856
372
$12.7M 0.03%
308,134
-20,519
373
$12.6M 0.03%
99,744
+5,030
374
$12.6M 0.03%
369,907
-9,505
375
$12.5M 0.03%
168,256
-2,673
13 14
15
16 17