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
726
$3.9M 0.01%
72,073
+7,497
727
$3.88M 0.01%
431,045
+115,272
728
$3.88M 0.01%
31,024
-5,678
729
$3.88M 0.01%
11,285
+604
730
$3.87M 0.01%
16,363
+1,461
731
$3.85M 0.01%
88,434
+5,920
732
$3.84M 0.01%
103,669
+742
733
$3.81M 0.01%
116,885
+6,574
734
$3.81M 0.01%
108,564
+5,265
735
$3.8M 0.01%
3,418
-362
736
$3.79M 0.01%
111,699
+69,029
737
$3.79M 0.01%
137,051
+6,142
738
$3.77M 0.01%
163,480
+7,268
739
$3.77M 0.01%
62,678
+713
740
$3.77M 0.01%
29,826
+1,276
741
$3.76M 0.01%
51,926
+1,024
742
$3.76M 0.01%
151,993
+10,148
743
$3.75M 0.01%
55,975
-678
744
$3.75M 0.01%
20,950
+1,845
745
$3.75M 0.01%
41,530
+1,483
746
$3.74M 0.01%
103,193
+11,169
747
$3.73M 0.01%
513,485
-137,283
748
$3.72M 0.01%
73,760
-49,857
749
$3.71M 0.01%
3,171,414
+569,323
750
$3.7M 0.01%
22,243
-9,781
28 29
30
31 32