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
901
$2.39M 0.01%
80,442
-36,140
902
$2.39M 0.01%
13,023
+248
903
$2.39M 0.01%
23,749
+798
904
$2.38M 0.01%
180,692
-200
905
$2.37M 0.01%
37,150
-3,295
906
$2.35M 0.01%
69,880
+15,057
907
$2.35M 0.01%
12,844
+2,369
908
$2.34M 0.01%
34,447
-12,016
909
$2.34M 0.01%
19,447
+40
910
$2.33M 0.01%
10,625
+1,079
911
$2.31M 0.01%
21,503
+654
912
$2.3M 0.01%
30,919
-4,216
913
$2.3M 0.01%
16,462
-2,748
914
$2.29M 0.01%
52,478
-16,998
915
$2.29M 0.01%
32,708
+15,102
916
$2.26M 0.01%
48,084
+22,806
917
$2.25M 0.01%
71,522
+20,385
918
$2.24M 0.01%
26,039
-4,328
919
$2.24M 0.01%
58,708
-14,116
920
$2.24M 0.01%
38,483
+5,713
921
$2.21M 0.01%
45,000
+350
922
$2.2M 0.01%
28,089
+129
923
$2.2M 0.01%
114,879
-4,365
924
$2.2M 0.01%
33,906
+1,439
925
$2.2M 0.01%
31,813
+24,788
35 36
37
38 39