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
551
$6.83M 0.02%
75,036
+7,006
552
$6.77M 0.02%
134,556
+63,648
553
$6.76M 0.02%
134,801
+451
554
$6.73M 0.02%
37,389
-12,089
555
$6.71M 0.02%
114,131
-29,447
556
$6.69M 0.02%
126,730
+10,214
557
$6.62M 0.02%
180,800
+8,300
558
$6.59M 0.02%
52,764
-478
559
$6.55M 0.02%
83,863
+409
560
$6.53M 0.02%
294,882
+865
561
$6.51M 0.02%
50,151
+7,863
562
$6.51M 0.02%
74,473
+3,007
563
$6.49M 0.02%
44,911
-2,213
564
$6.47M 0.02%
70,304
-8,885
565
$6.42M 0.02%
43,169
+12,591
566
$6.38M 0.02%
200,489
+7,429
567
$6.37M 0.02%
65,596
+2,228
568
$6.32M 0.02%
68,403
-197
569
$6.31M 0.02%
340,120
+7,718
570
$6.31M 0.02%
80,775
+9,335
571
$6.31M 0.02%
258,801
+1,809
572
$6.3M 0.02%
95,857
+8,400
573
$6.24M 0.02%
265,918
+9,031
574
$6.21M 0.02%
95,708
+6,368
575
$6.21M 0.02%
654,662
+51,532
21 22
23
24 25