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
26
$237M 0.64%
660,798
+27,335
27
$236M 0.63%
468,297
+11,805
28
$232M 0.62%
1,489,263
+43,003
29
$229M 0.61%
583,642
-37,027
30
$225M 0.6%
744,021
+27,024
31
$217M 0.58%
1,287,194
+61,614
32
$206M 0.55%
1,328,559
+33,866
33
$201M 0.54%
967,384
+117,813
34
$200M 0.54%
353,223
+15,953
35
$198M 0.53%
738,087
+109,078
36
$187M 0.5%
3,928,502
+397,232
37
$187M 0.5%
11,065,527
+433,320
38
$186M 0.5%
984,526
+46,376
39
$185M 0.5%
804,524
+38,277
40
$183M 0.49%
1,661,058
-40,324
41
$178M 0.48%
450,259
+21,575
42
$177M 0.47%
1,871,555
+17,219
43
$168M 0.45%
1,092,632
+16,831
44
$168M 0.45%
1,271,410
+27,666
45
$167M 0.45%
633,156
+18,310
46
$164M 0.44%
1,595,509
+59,234
47
$164M 0.44%
3,075,318
+85,011
48
$164M 0.44%
9,651,292
-413,602
49
$163M 0.44%
3,723,151
+538,729
50
$159M 0.43%
723,020
+53,501
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