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
376
$12.5M 0.03%
118,889
+8,757
377
$12.4M 0.03%
61,278
+128
378
$12.4M 0.03%
369,016
+54,264
379
$12.4M 0.03%
261,735
+13,492
380
$12.4M 0.03%
94,412
+15,112
381
$12.3M 0.03%
128,891
-7,066
382
$12.2M 0.03%
316,080
+12,210
383
$12.2M 0.03%
436,710
-37,302
384
$12.1M 0.03%
177,720
+14,405
385
$12M 0.03%
703,016
+2,293
386
$12M 0.03%
145,296
-8,034
387
$11.9M 0.03%
132,394
-599
388
$11.8M 0.03%
161,532
+16,174
389
$11.8M 0.03%
213,963
+8,864
390
$11.8M 0.03%
69,371
+1,144
391
$11.7M 0.03%
45,145
+1,497
392
$11.7M 0.03%
379,538
+6,703
393
$11.6M 0.03%
395,299
-10,655
394
$11.5M 0.03%
236,081
+11,031
395
$11.5M 0.03%
42,373
-235
396
$11.5M 0.03%
464,449
+41,226
397
$11.4M 0.03%
815,878
+291,176
398
$11.4M 0.03%
36,064
+535
399
$11.3M 0.03%
226,590
+7,013
400
$11.3M 0.03%
110,292
-2,721
14 15
16
17 18