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
76
$111M 0.3%
1,176,910
-169,314
77
$110M 0.29%
1,201,410
+18,997
78
$108M 0.29%
2,142,388
-28,667
79
$106M 0.28%
2,138,321
-59,195
80
$101M 0.27%
1,396,866
-57,811
81
$98.1M 0.26%
617,142
+16,504
82
$97.7M 0.26%
1,682,927
-135,646
83
$97.4M 0.26%
1,095,856
+18,887
84
$96.8M 0.26%
1,800,551
+27,294
85
$95.4M 0.26%
2,150,623
+287,230
86
$94.5M 0.25%
454,805
+4,990
87
$93.1M 0.25%
2,256,376
-40,423
88
$93M 0.25%
3,086,164
+104,282
89
$91.3M 0.24%
1,307,991
+121,688
90
$90.3M 0.24%
751,248
+143,340
91
$89.4M 0.24%
545,348
+27,623
92
$89.4M 0.24%
439,005
-59,633
93
$87.8M 0.24%
994,784
+47,815
94
$86.8M 0.23%
722,309
+49,575
95
$86.7M 0.23%
571,125
-41,231
96
$83.6M 0.22%
3,188,996
+119,251
97
$79.4M 0.21%
372,421
+5,038
98
$79M 0.21%
1,626,738
+165,373
99
$78M 0.21%
758,004
-10,002
100
$77.9M 0.21%
409,301
+9,076
2 3
4
5 6