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
601
$5.77M 0.02%
187,344
+2,591
602
$5.77M 0.02%
296,431
+15,815
603
$5.76M 0.02%
54,569
+142
604
$5.68M 0.02%
140,107
+3,095
605
$5.67M 0.02%
169,252
-9,982
606
$5.65M 0.02%
126,294
+14,851
607
$5.65M 0.02%
426,401
+1,501
608
$5.63M 0.02%
116,094
-2,904
609
$5.6M 0.02%
+53,404
610
$5.59M 0.02%
35,758
+61
611
$5.52M 0.01%
152,577
+41,057
612
$5.52M 0.01%
64,377
+1,799
613
$5.52M 0.01%
28,926
+1,678
614
$5.51M 0.01%
690,022
-59,351
615
$5.51M 0.01%
110,353
+2,938
616
$5.45M 0.01%
81,756
+7,419
617
$5.43M 0.01%
64,186
+50,365
618
$5.43M 0.01%
32,697
+214
619
$5.39M 0.01%
85,444
+2,652
620
$5.38M 0.01%
557,440
-66,056
621
$5.38M 0.01%
44,142
-1,235
622
$5.32M 0.01%
165,974
+521
623
$5.26M 0.01%
42,293
+39,242
624
$5.25M 0.01%
105,129
+8,928
625
$5.24M 0.01%
132,910
+11,213
23 24
25
26 27