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
826
$2.87M 0.01%
70,828
+46,973
827
$2.87M 0.01%
14,566
+1,197
828
$2.87M 0.01%
65,771
+717
829
$2.86M 0.01%
22,747
-272
830
$2.85M 0.01%
102,184
+47
831
$2.84M 0.01%
828,705
+141,362
832
$2.84M 0.01%
62,124
+31,743
833
$2.84M 0.01%
63,516
+38,485
834
$2.82M 0.01%
64,477
+2,147
835
$2.82M 0.01%
40,587
-23,090
836
$2.82M 0.01%
96,660
-5,448
837
$2.81M 0.01%
41,454
-2,982
838
$2.81M 0.01%
22,753
-1,436
839
$2.79M 0.01%
70,501
+3,241
840
$2.79M 0.01%
36,771
-3,954
841
$2.78M 0.01%
102,812
-8,086
842
$2.78M 0.01%
62,826
-1,903
843
$2.78M 0.01%
25,642
+2,605
844
$2.76M 0.01%
7,738
-196
845
$2.74M 0.01%
118,582
+6,788
846
$2.73M 0.01%
38,655
+1,521
847
$2.72M 0.01%
30,098
-368
848
$2.72M 0.01%
135,235
+39,188
849
$2.71M 0.01%
35,221
+216
850
$2.71M 0.01%
12,126
-2
32 33
34
35 36