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
426
$10.3M 0.03%
140,571
+114,698
427
$10.3M 0.03%
259,916
-8,599
428
$10.3M 0.03%
151,463
+25,003
429
$10.2M 0.03%
417,988
+4,988
430
$10.2M 0.03%
71,706
-4,851
431
$10.1M 0.03%
342,009
+13,835
432
$10.1M 0.03%
192,803
+5,627
433
$9.98M 0.03%
45,145
-1,362
434
$9.94M 0.03%
151,580
+10,091
435
$9.88M 0.03%
34,546
+3,058
436
$9.88M 0.03%
22,441
-608
437
$9.88M 0.03%
243,881
+22,908
438
$9.84M 0.03%
65,965
+10,365
439
$9.83M 0.03%
145,229
-5,668
440
$9.73M 0.03%
129,325
+43,122
441
$9.68M 0.03%
170,223
+1,199
442
$9.64M 0.03%
368,831
-101,896
443
$9.62M 0.03%
+559,556
444
$9.6M 0.03%
52,859
+8,071
445
$9.6M 0.03%
16,315
+853
446
$9.6M 0.03%
192,673
+36,266
447
$9.6M 0.03%
35,625
+1,993
448
$9.59M 0.03%
540,416
-73,289
449
$9.53M 0.03%
127,770
+50,335
450
$9.53M 0.03%
332,955
+66,069
16 17
18
19 20