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
576
$6.2M 0.02%
82,582
+4,259
577
$6.19M 0.02%
7,518
+214
578
$6.18M 0.02%
61,724
-792
579
$6.17M 0.02%
386,473
-120,630
580
$6.17M 0.02%
122,503
+40,089
581
$6.14M 0.02%
183,023
-13,859
582
$6.12M 0.02%
238,273
+132,592
583
$6.08M 0.02%
28,304
+4,927
584
$6.04M 0.02%
152,367
+2,029
585
$6.04M 0.02%
108,371
+858
586
$5.97M 0.02%
42,753
-38,932
587
$5.96M 0.02%
15,437
-3,003
588
$5.95M 0.02%
245,352
-73,274
589
$5.94M 0.02%
116,143
-5,267
590
$5.94M 0.02%
65,318
+899
591
$5.88M 0.02%
191,565
-41,472
592
$5.88M 0.02%
29,138
-1,447
593
$5.84M 0.02%
144,225
+3,545
594
$5.84M 0.02%
47,740
+64
595
$5.83M 0.02%
978
-6
596
$5.83M 0.02%
29,941
-8,271
597
$5.8M 0.02%
109,532
-2,427
598
$5.78M 0.02%
571,385
+55,521
599
$5.78M 0.02%
241,130
+103,614
600
$5.78M 0.02%
104,490
+28,792
22 23
24
25 26