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
1051
$1.68M ﹤0.01%
91,619
+59,901
1052
$1.68M ﹤0.01%
68,216
-15,349
1053
$1.68M ﹤0.01%
103,529
-2,836
1054
$1.68M ﹤0.01%
16,205
-46
1055
$1.67M ﹤0.01%
9,448
+87
1056
$1.67M ﹤0.01%
78,961
+25,694
1057
$1.66M ﹤0.01%
62,258
+1,196
1058
$1.66M ﹤0.01%
7,976
+1,054
1059
$1.66M ﹤0.01%
119,813
+50,869
1060
$1.66M ﹤0.01%
28,226
-2,633
1061
$1.65M ﹤0.01%
43,321
-2,025
1062
$1.65M ﹤0.01%
61,555
-485
1063
$1.65M ﹤0.01%
48,343
-11,482
1064
$1.65M ﹤0.01%
66,773
+18,701
1065
$1.64M ﹤0.01%
34,208
+234
1066
$1.64M ﹤0.01%
62,638
-4,185
1067
$1.64M ﹤0.01%
36,033
+1,550
1068
$1.64M ﹤0.01%
13,457
-497
1069
$1.63M ﹤0.01%
28,118
-4,383
1070
$1.63M ﹤0.01%
33,349
+3,754
1071
$1.62M ﹤0.01%
29,745
-5,693
1072
$1.62M ﹤0.01%
34,310
-242
1073
$1.62M ﹤0.01%
38,603
-16,246
1074
$1.62M ﹤0.01%
16,522
+4,128
1075
$1.62M ﹤0.01%
69,793
+43,164
41 42
43
44 45