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
626
$5.24M 0.01%
11,984
+631
627
$5.24M 0.01%
55,082
+1,255
628
$5.22M 0.01%
213,456
+18
629
$5.19M 0.01%
120,490
+997
630
$5.19M 0.01%
56,883
+7,014
631
$5.18M 0.01%
201,602
+12,532
632
$5.16M 0.01%
11,807
+282
633
$5.15M 0.01%
32,595
+714
634
$5.14M 0.01%
28,141
+8,506
635
$5.14M 0.01%
103,814
+4,504
636
$5.13M 0.01%
59,824
+2,161
637
$5.13M 0.01%
104,248
-32,726
638
$5.11M 0.01%
530,635
-1,837
639
$5.1M 0.01%
63,499
+5,861
640
$5.09M 0.01%
124,145
-978
641
$5.05M 0.01%
19,661
-282
642
$5.01M 0.01%
59,986
-1,247
643
$4.97M 0.01%
34,711
-2,753
644
$4.92M 0.01%
91,730
+8,179
645
$4.88M 0.01%
57,398
+6,851
646
$4.87M 0.01%
54,146
-184
647
$4.86M 0.01%
174,664
+114,628
648
$4.85M 0.01%
23,464
+835
649
$4.84M 0.01%
33,415
+742
650
$4.84M 0.01%
153,055
-8,324
24 25
26
27 28