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
751
$3.69M 0.01%
39,863
-205
752
$3.68M 0.01%
44,480
+50
753
$3.65M 0.01%
34,478
-2,982
754
$3.62M 0.01%
67,795
+262
755
$3.62M 0.01%
51,842
-417
756
$3.61M 0.01%
54,428
+1,483
757
$3.6M 0.01%
160,398
+7,471
758
$3.6M 0.01%
185,778
-9,176
759
$3.6M 0.01%
27,213
-5,612
760
$3.6M 0.01%
118,852
+8,220
761
$3.59M 0.01%
49,033
+13,799
762
$3.59M 0.01%
62,008
+4,392
763
$3.58M 0.01%
71,474
+623
764
$3.54M 0.01%
128,599
-117,218
765
$3.54M 0.01%
109,390
+2,762
766
$3.54M 0.01%
28,761
-906
767
$3.53M 0.01%
17,349
-823
768
$3.5M 0.01%
33,589
+523
769
$3.48M 0.01%
50,524
+1,378
770
$3.46M 0.01%
49,582
+3,585
771
$3.42M 0.01%
25,652
+1,866
772
$3.42M 0.01%
138,668
+10,744
773
$3.39M 0.01%
10,804
+469
774
$3.37M 0.01%
123,047
+5,261
775
$3.37M 0.01%
34,757
+6,735
29 30
31
32 33