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
1076
$1.61M ﹤0.01%
27,102
+2,020
1077
$1.61M ﹤0.01%
21,412
+578
1078
$1.61M ﹤0.01%
10,989
-2,271
1079
$1.6M ﹤0.01%
15,556
+4,538
1080
$1.6M ﹤0.01%
49,337
+7,780
1081
$1.6M ﹤0.01%
28,533
-4,505
1082
$1.6M ﹤0.01%
86,905
+41,483
1083
$1.59M ﹤0.01%
45,615
+7,197
1084
$1.58M ﹤0.01%
91,404
+2,064
1085
$1.58M ﹤0.01%
15,566
+13,436
1086
$1.58M ﹤0.01%
3,867
+928
1087
$1.58M ﹤0.01%
45,940
+7,950
1088
$1.58M ﹤0.01%
2,592
+6
1089
$1.57M ﹤0.01%
19,558
+889
1090
$1.57M ﹤0.01%
43,064
-36,144
1091
$1.57M ﹤0.01%
290,154
+25,873
1092
$1.57M ﹤0.01%
+173,053
1093
$1.57M ﹤0.01%
26,393
+844
1094
$1.56M ﹤0.01%
+82,919
1095
$1.56M ﹤0.01%
16,377
-1,575
1096
$1.56M ﹤0.01%
7,452
-1,365
1097
$1.56M ﹤0.01%
9,016
-718
1098
$1.56M ﹤0.01%
46,002
+3,761
1099
$1.54M ﹤0.01%
32,600
+11,107
1100
$1.54M ﹤0.01%
39,767
+5,552
42 43
44
45 46