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
951
$2.1M 0.01%
28,076
+2,077
952
$2.1M 0.01%
35,262
-281
953
$2.09M 0.01%
24,886
+102
954
$2.09M 0.01%
20,242
+996
955
$2.08M 0.01%
4,511
+137
956
$2.08M 0.01%
41,069
+782
957
$2.08M 0.01%
128,921
+5,722
958
$2.07M 0.01%
141,238
+10,000
959
$2.07M 0.01%
33,623
+18,070
960
$2.06M 0.01%
73,349
-41,141
961
$2.06M 0.01%
8,532
+210
962
$2.05M 0.01%
20,264
-5
963
$2.05M 0.01%
19,401
-4,983
964
$2.05M 0.01%
23,885
+3,000
965
$2.04M 0.01%
42,105
+7,050
966
$2.04M 0.01%
15,841
+1,465
967
$2.04M 0.01%
177,316
+14,841
968
$2.03M 0.01%
61,013
-1,051
969
$2.03M 0.01%
45,591
+2,261
970
$2.03M 0.01%
32,473
+2,957
971
$2.02M 0.01%
159,395
-10,191
972
$2M 0.01%
+34,270
973
$2M 0.01%
41,690
+4,431
974
$2M 0.01%
27,466
-43,109
975
$2M 0.01%
73,855
+8,707
37 38
39
40 41