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
476
$8.67M 0.02%
169,816
+119,499
477
$8.66M 0.02%
142,950
+11,640
478
$8.63M 0.02%
37,877
+946
479
$8.62M 0.02%
369,605
+225,387
480
$8.56M 0.02%
113,556
+17,147
481
$8.52M 0.02%
204,233
+25,306
482
$8.52M 0.02%
356,328
+4,096
483
$8.47M 0.02%
150,050
-595
484
$8.44M 0.02%
156,547
+18,947
485
$8.43M 0.02%
132,384
+8,916
486
$8.38M 0.02%
351,429
+95,543
487
$8.35M 0.02%
769,069
-28,431
488
$8.32M 0.02%
100,095
-2,546
489
$8.28M 0.02%
75,940
+8,483
490
$8.25M 0.02%
110,583
+2,129
491
$8.24M 0.02%
108,879
+3,946
492
$8.23M 0.02%
156,175
+6,813
493
$8.23M 0.02%
261,277
+22,488
494
$8.2M 0.02%
225,271
-37,913
495
$8.16M 0.02%
32,450
-871
496
$8.13M 0.02%
129,194
-10,990
497
$8.1M 0.02%
167,932
+32,870
498
$8.1M 0.02%
74,578
+1,802
499
$8.05M 0.02%
48,102
-18,113
500
$8.03M 0.02%
241,969
-93,886
18 19
20
21 22