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
1026
$1.78M ﹤0.01%
55,664
+8,276
1027
$1.76M ﹤0.01%
63,314
+14,957
1028
$1.76M ﹤0.01%
42,348
+27
1029
$1.74M ﹤0.01%
48,362
-108
1030
$1.74M ﹤0.01%
45,849
-3,207
1031
$1.74M ﹤0.01%
18,516
+88
1032
$1.74M ﹤0.01%
51,255
+10,982
1033
$1.73M ﹤0.01%
37,848
-21,380
1034
$1.73M ﹤0.01%
49,018
+31,720
1035
$1.73M ﹤0.01%
62,133
-114
1036
$1.73M ﹤0.01%
97,298
+38,023
1037
$1.73M ﹤0.01%
29,810
+1,686
1038
$1.73M ﹤0.01%
80,604
+238
1039
$1.72M ﹤0.01%
27,567
+946
1040
$1.72M ﹤0.01%
4,299
-1,092
1041
$1.71M ﹤0.01%
+42,550
1042
$1.71M ﹤0.01%
54,107
+3,277
1043
$1.71M ﹤0.01%
22,705
+756
1044
$1.7M ﹤0.01%
34,633
+2,537
1045
$1.7M ﹤0.01%
75,466
-9,518
1046
$1.7M ﹤0.01%
4,569
+872
1047
$1.7M ﹤0.01%
165,202
-21,413
1048
$1.69M ﹤0.01%
79,823
+19,520
1049
$1.69M ﹤0.01%
371,850
+192,450
1050
$1.69M ﹤0.01%
56,648
+44,813
40 41
42
43 44