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
651
$4.82M 0.01%
44,588
+3,803
652
$4.81M 0.01%
89,853
-11,928
653
$4.79M 0.01%
173,826
+33,639
654
$4.79M 0.01%
31,173
+3,201
655
$4.78M 0.01%
153,281
-33,911
656
$4.76M 0.01%
32,233
+852
657
$4.74M 0.01%
69,693
+11,937
658
$4.74M 0.01%
49,985
-1,293
659
$4.72M 0.01%
147,240
-1,063
660
$4.72M 0.01%
110,593
+44
661
$4.7M 0.01%
38,217
-2,150
662
$4.68M 0.01%
136,890
-1,829
663
$4.67M 0.01%
41,350
+1,392
664
$4.65M 0.01%
577,991
+37,636
665
$4.62M 0.01%
52,071
-16,927
666
$4.6M 0.01%
226,108
-59,813
667
$4.59M 0.01%
184,462
+30,017
668
$4.59M 0.01%
+164,502
669
$4.57M 0.01%
12,073
+311
670
$4.56M 0.01%
54,599
+37,165
671
$4.55M 0.01%
102,647
+15,428
672
$4.54M 0.01%
76,180
-478
673
$4.54M 0.01%
4,069
-416
674
$4.53M 0.01%
12,077
+388
675
$4.53M 0.01%
130,326
-32,437
25 26
27
28 29