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
851
$2.7M 0.01%
33,892
+900
852
$2.69M 0.01%
9,026
+188
853
$2.68M 0.01%
175,809
-179
854
$2.67M 0.01%
68,768
-10,792
855
$2.67M 0.01%
159,805
-6,014
856
$2.66M 0.01%
5,403
-915
857
$2.66M 0.01%
113,187
-112,363
858
$2.64M 0.01%
39,028
-4,591
859
$2.64M 0.01%
+45,952
860
$2.64M 0.01%
71,982
-2,821
861
$2.64M 0.01%
37,167
+2,962
862
$2.63M 0.01%
31,164
+3,523
863
$2.63M 0.01%
235,958
-39,437
864
$2.63M 0.01%
62,286
+15,900
865
$2.62M 0.01%
61,799
+13,674
866
$2.62M 0.01%
77,605
+9,032
867
$2.61M 0.01%
85,407
-69,076
868
$2.6M 0.01%
49,511
-228
869
$2.59M 0.01%
44,265
+3,212
870
$2.58M 0.01%
34,991
-1,914
871
$2.58M 0.01%
46,218
+6,538
872
$2.58M 0.01%
13,243
-413
873
$2.57M 0.01%
80,855
+1,083
874
$2.57M 0.01%
76,309
+5,001
875
$2.57M 0.01%
16,562
+313
33 34
35
36 37