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
501
$7.94M 0.02%
160,403
+37,577
502
$7.9M 0.02%
158,130
+23,704
503
$7.89M 0.02%
77,172
+11,948
504
$7.88M 0.02%
779,864
+16,532
505
$7.86M 0.02%
278,400
-36,522
506
$7.86M 0.02%
138,083
+5,752
507
$7.84M 0.02%
91,702
+18,270
508
$7.82M 0.02%
326,628
-1,616
509
$7.79M 0.02%
174,329
+60,835
510
$7.77M 0.02%
30,454
+713
511
$7.75M 0.02%
146,399
+2,703
512
$7.7M 0.02%
341,916
+349
513
$7.65M 0.02%
85,030
+660
514
$7.64M 0.02%
120,162
-3,956
515
$7.57M 0.02%
112,988
-13,060
516
$7.55M 0.02%
127,551
-572
517
$7.51M 0.02%
59,860
-745
518
$7.48M 0.02%
32,575
+390
519
$7.46M 0.02%
200,000
+31,836
520
$7.41M 0.02%
436,131
+11,429
521
$7.39M 0.02%
31,533
+1,505
522
$7.33M 0.02%
220,739
-48,614
523
$7.33M 0.02%
89,416
+20,101
524
$7.3M 0.02%
14,237
+677
525
$7.22M 0.02%
327,343
-78,514
19 20
21
22 23