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
701
$4.17M 0.01%
48,068
+640
702
$4.17M 0.01%
116,567
+9,734
703
$4.17M 0.01%
37,181
-2,508
704
$4.16M 0.01%
103,036
+74,946
705
$4.13M 0.01%
89,164
+5,062
706
$4.11M 0.01%
33,182
+3,970
707
$4.11M 0.01%
26,842
+457
708
$4.09M 0.01%
123,334
+8,413
709
$4.09M 0.01%
67,827
+4,937
710
$4.07M 0.01%
122,253
+4,719
711
$4.06M 0.01%
116,333
-7,260
712
$4.05M 0.01%
158,517
-15,017
713
$4.04M 0.01%
12,335
+14
714
$4.04M 0.01%
252,715
+55,626
715
$4.03M 0.01%
149,042
-189,447
716
$3.99M 0.01%
229,934
+31,809
717
$3.98M 0.01%
138,629
-6,314
718
$3.96M 0.01%
114,953
+81,112
719
$3.95M 0.01%
65,245
+1,975
720
$3.95M 0.01%
177,462
+5,255
721
$3.93M 0.01%
37,394
+3,332
722
$3.92M 0.01%
44,856
-4,611
723
$3.92M 0.01%
86,495
-8,211
724
$3.91M 0.01%
157,983
-18,883
725
$3.91M 0.01%
39,357
+3,025
27 28
29
30 31