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
926
$2.19M 0.01%
56,301
-5,425
927
$2.19M 0.01%
58,935
-26,448
928
$2.18M 0.01%
+111,896
929
$2.18M 0.01%
9,228
-540
930
$2.18M 0.01%
10,772
+295
931
$2.18M 0.01%
34,447
+1,069
932
$2.18M 0.01%
16,324
+11,086
933
$2.17M 0.01%
61,232
-6,489
934
$2.16M 0.01%
+90,963
935
$2.16M 0.01%
40,643
-180
936
$2.15M 0.01%
33,261
+816
937
$2.15M 0.01%
38,602
-5,094
938
$2.15M 0.01%
71,521
+1,403
939
$2.14M 0.01%
41,559
-615
940
$2.14M 0.01%
23,631
-198
941
$2.13M 0.01%
31,317
-6,373
942
$2.13M 0.01%
62,723
-136
943
$2.12M 0.01%
35,769
+4,077
944
$2.12M 0.01%
78,861
-34,143
945
$2.12M 0.01%
49,399
-1,010
946
$2.12M 0.01%
198,520
+658
947
$2.12M 0.01%
38,820
-5,208
948
$2.11M 0.01%
1,663
+124
949
$2.11M 0.01%
95,119
+3,985
950
$2.1M 0.01%
46,107
+902
36 37
38
39 40