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
801
$3.15M 0.01%
191,180
+4,780
802
$3.15M 0.01%
43,196
-16
803
$3.14M 0.01%
51,778
+8,864
804
$3.13M 0.01%
35,626
-1,802
805
$3.12M 0.01%
125,876
+118,420
806
$3.12M 0.01%
170,574
-6,601
807
$3.1M 0.01%
28,412
+690
808
$3.09M 0.01%
123,707
-33,000
809
$3.07M 0.01%
71,186
-2,639
810
$3.05M 0.01%
20,278
+2,049
811
$3.04M 0.01%
91,898
-509
812
$3.04M 0.01%
40,754
-15,037
813
$3.03M 0.01%
112,405
+4,106
814
$3.02M 0.01%
40,847
-331
815
$3.01M 0.01%
119,308
-13,310
816
$3.01M 0.01%
73,193
+11,915
817
$2.99M 0.01%
18,580
+1,078
818
$2.96M 0.01%
20,990
+768
819
$2.96M 0.01%
30,008
-12,794
820
$2.94M 0.01%
174,268
+10,888
821
$2.92M 0.01%
158,366
+1,410
822
$2.89M 0.01%
63,614
-1,420
823
$2.88M 0.01%
3,319
+1,602
824
$2.88M 0.01%
57,550
+28,475
825
$2.88M 0.01%
345,866
+85,357
31 32
33
34 35