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
401
$11.2M 0.03%
350,885
+9,501
402
$11.1M 0.03%
16,037
+220
403
$11.1M 0.03%
332,498
-2
404
$11M 0.03%
55,772
-4,325
405
$11M 0.03%
250,182
+19,790
406
$10.9M 0.03%
189,933
+25,658
407
$10.8M 0.03%
580,581
-131,055
408
$10.8M 0.03%
102,116
-5,930
409
$10.8M 0.03%
27,702
+991
410
$10.8M 0.03%
572,307
-19,554
411
$10.7M 0.03%
155,123
-306
412
$10.7M 0.03%
206,434
+3,606
413
$10.7M 0.03%
132,740
+10,288
414
$10.7M 0.03%
97,174
+2,760
415
$10.6M 0.03%
88,548
+3,476
416
$10.6M 0.03%
32,739
-171
417
$10.6M 0.03%
139,943
+3,487
418
$10.5M 0.03%
74,394
+184
419
$10.5M 0.03%
208,355
+62,056
420
$10.5M 0.03%
205,276
-1,257
421
$10.5M 0.03%
533,392
-12,993
422
$10.4M 0.03%
458,304
+20,129
423
$10.4M 0.03%
109,982
+27,975
424
$10.4M 0.03%
116,898
+4,959
425
$10.3M 0.03%
112,561
-1,644
15 16
17
18 19