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
451
$9.52M 0.03%
118,570
+529
452
$9.48M 0.03%
153,097
+8,487
453
$9.44M 0.03%
103,207
+27,094
454
$9.43M 0.03%
127,967
+5,644
455
$9.42M 0.03%
100,343
-7,871
456
$9.42M 0.03%
57,663
+1,577
457
$9.29M 0.02%
94,187
-6,213
458
$9.29M 0.02%
281,468
-762
459
$9.27M 0.02%
129,736
+2,549
460
$9.19M 0.02%
119,756
+9,244
461
$9.09M 0.02%
56,227
+3,999
462
$9.03M 0.02%
130,558
+3,454
463
$9.03M 0.02%
329,871
+113,332
464
$9.01M 0.02%
62,013
+9,454
465
$8.97M 0.02%
27,209
+513
466
$8.95M 0.02%
128,881
-6,478
467
$8.95M 0.02%
104,496
+5,100
468
$8.9M 0.02%
177,884
-4,855
469
$8.9M 0.02%
208,775
+3,802
470
$8.9M 0.02%
8,030
+489
471
$8.85M 0.02%
68,404
+3,983
472
$8.78M 0.02%
170,313
+724
473
$8.78M 0.02%
33,322
+5,859
474
$8.76M 0.02%
54,370
-24,066
475
$8.72M 0.02%
126,644
+4,527
17 18
19
20 21