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
526
$7.2M 0.02%
171,488
+2,312
527
$7.18M 0.02%
80,882
-4,647
528
$7.18M 0.02%
52,294
+7,636
529
$7.17M 0.02%
1,300,638
+88,830
530
$7.16M 0.02%
110,319
-8,228
531
$7.13M 0.02%
165,499
+6,311
532
$7.11M 0.02%
34,756
-1,398
533
$7.08M 0.02%
44,389
+21,113
534
$7.07M 0.02%
+118,481
535
$7.07M 0.02%
140,065
+39,047
536
$7.06M 0.02%
76,608
+5,679
537
$7.05M 0.02%
173,625
-2,105
538
$7.03M 0.02%
152,144
+72,368
539
$7.02M 0.02%
110,289
+6,107
540
$7M 0.02%
18,164
+36
541
$6.98M 0.02%
40,103
-5,753
542
$6.97M 0.02%
130,079
+1,234
543
$6.97M 0.02%
100,768
+12,590
544
$6.96M 0.02%
146,675
+5,709
545
$6.95M 0.02%
280,012
+103,952
546
$6.94M 0.02%
333,051
-5,673
547
$6.92M 0.02%
101,435
-3,710
548
$6.87M 0.02%
14,119
+312
549
$6.85M 0.02%
38,126
+2,542
550
$6.85M 0.02%
204,734
-82,896
20 21
22
23 24