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
1001
$1.88M 0.01%
10,924
+4,167
1002
$1.87M 0.01%
9,564
-64
1003
$1.87M 0.01%
8,822
+697
1004
$1.87M 0.01%
7,872
+220
1005
$1.86M 0.01%
20,357
-44,887
1006
$1.86M 0.01%
4,542
+172
1007
$1.86M 0.01%
9,233
+2,378
1008
$1.86M 0.01%
49,179
-5,233
1009
$1.85M ﹤0.01%
51,843
-8,981
1010
$1.84M ﹤0.01%
9,739
+304
1011
$1.84M ﹤0.01%
61,842
-5,514
1012
$1.83M ﹤0.01%
33,825
-1,351
1013
$1.83M ﹤0.01%
15,781
-50,285
1014
$1.82M ﹤0.01%
49,599
-2,328
1015
$1.82M ﹤0.01%
20,040
-222
1016
$1.81M ﹤0.01%
9,027
-375
1017
$1.81M ﹤0.01%
24,595
+5,412
1018
$1.81M ﹤0.01%
17,020
-1,016
1019
$1.8M ﹤0.01%
17,768
+67
1020
$1.8M ﹤0.01%
14,184
-331
1021
$1.8M ﹤0.01%
105,196
-6,792
1022
$1.8M ﹤0.01%
+36,643
1023
$1.79M ﹤0.01%
24,898
+1,156
1024
$1.78M ﹤0.01%
38,494
+7,504
1025
$1.78M ﹤0.01%
336,572
-16,880
39 40
41
42 43