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
976
$2M 0.01%
23,646
+1,627
977
$1.99M 0.01%
81,957
+12,683
978
$1.99M 0.01%
62,935
+23,819
979
$1.98M 0.01%
46,028
-1,517
980
$1.98M 0.01%
+39,970
981
$1.98M 0.01%
53,745
+7,487
982
$1.98M 0.01%
135,955
+3,901
983
$1.98M 0.01%
40,192
-38,333
984
$1.97M 0.01%
42,276
+4,688
985
$1.96M 0.01%
20,718
+475
986
$1.96M 0.01%
5,188
+221
987
$1.95M 0.01%
29,616
+185
988
$1.94M 0.01%
89,588
-15,850
989
$1.94M 0.01%
+72,869
990
$1.94M 0.01%
132,535
-42,011
991
$1.93M 0.01%
226,926
+6,662
992
$1.92M 0.01%
58,496
+16,624
993
$1.92M 0.01%
34,680
+4,477
994
$1.92M 0.01%
85,480
+14,887
995
$1.9M 0.01%
49,229
-1,960
996
$1.9M 0.01%
23,325
+3,829
997
$1.9M 0.01%
31,373
+1,567
998
$1.89M 0.01%
21,330
-1,943
999
$1.89M 0.01%
81,028
+4,761
1000
$1.88M 0.01%
73,217
+1,701
38 39
40
41 42