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
676
$4.52M 0.01%
79,027
+1,030
677
$4.52M 0.01%
119,585
+22,589
678
$4.5M 0.01%
192,983
+8,816
679
$4.49M 0.01%
106,539
-956,621
680
$4.47M 0.01%
8,605
+41
681
$4.45M 0.01%
22,268
+3,791
682
$4.45M 0.01%
166,420
-59,683
683
$4.42M 0.01%
39,717
+2,982
684
$4.42M 0.01%
39,548
-1,507
685
$4.42M 0.01%
50,959
-14,488
686
$4.42M 0.01%
164,851
-41,949
687
$4.4M 0.01%
83,092
-303
688
$4.37M 0.01%
172,405
+72,313
689
$4.34M 0.01%
+75,097
690
$4.34M 0.01%
98,356
-2,095
691
$4.32M 0.01%
72,501
+5,033
692
$4.31M 0.01%
137,601
-297,797
693
$4.3M 0.01%
172,541
+73,236
694
$4.29M 0.01%
169,039
+1,447
695
$4.27M 0.01%
28,285
-2,495
696
$4.27M 0.01%
150,247
+5,830
697
$4.27M 0.01%
285,463
+246,817
698
$4.25M 0.01%
205,750
-13,976
699
$4.2M 0.01%
22,428
+349
700
$4.19M 0.01%
34,255
+6,978