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
51
$157M 0.42%
309,441
+14,862
52
$156M 0.42%
306,753
+6,366
53
$156M 0.42%
7,254,795
+220,197
54
$154M 0.41%
6,539,313
+237,324
55
$151M 0.41%
892,984
+31,463
56
$147M 0.4%
1,946,412
+8,571
57
$145M 0.39%
1,235,086
+4,614
58
$144M 0.39%
1,408,274
+66,004
59
$144M 0.39%
1,274,046
+75,718
60
$144M 0.39%
541,502
+12,697
61
$143M 0.38%
255,426
+19,761
62
$141M 0.38%
944,049
+45,294
63
$137M 0.37%
2,853,704
+60,278
64
$135M 0.36%
763,812
+37,219
65
$132M 0.35%
848,469
+56,601
66
$128M 0.34%
2,232,983
+246,080
67
$125M 0.34%
2,597,673
+135,766
68
$123M 0.33%
1,288,761
+108,924
69
$122M 0.33%
2,032,896
-56,155
70
$119M 0.32%
508,071
+26,698
71
$117M 0.31%
388,131
+21,594
72
$114M 0.31%
812,766
+56,847
73
$112M 0.3%
1,157,958
-15,204
74
$111M 0.3%
407,864
-2,053
75
$111M 0.3%
1,172,081
+61,624
1 2
3
4 5