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
1101
$1.54M ﹤0.01%
19,348
-816
1102
$1.54M ﹤0.01%
19,182
+13,024
1103
$1.53M ﹤0.01%
65,036
+4,963
1104
$1.53M ﹤0.01%
4,089
+114
1105
$1.53M ﹤0.01%
75,240
-630
1106
$1.53M ﹤0.01%
20,609
+3,608
1107
$1.52M ﹤0.01%
15,070
-2,088
1108
$1.51M ﹤0.01%
9,081
+357
1109
$1.51M ﹤0.01%
28,874
1110
$1.51M ﹤0.01%
14,717
+115
1111
$1.51M ﹤0.01%
46,763
-2,115
1112
$1.51M ﹤0.01%
42,516
-498
1113
$1.51M ﹤0.01%
56,461
+356
1114
$1.5M ﹤0.01%
178,076
+237
1115
$1.5M ﹤0.01%
66,078
-2,436
1116
$1.5M ﹤0.01%
26,896
-5,698
1117
$1.5M ﹤0.01%
5,879
+818
1118
$1.5M ﹤0.01%
34,657
-57
1119
$1.5M ﹤0.01%
27,715
+4,060
1120
$1.49M ﹤0.01%
13,738
-1,932
1121
$1.49M ﹤0.01%
7,487
+1,367
1122
$1.49M ﹤0.01%
58,589
-763
1123
$1.49M ﹤0.01%
192,250
+37,840
1124
$1.48M ﹤0.01%
19,347
+970
1125
$1.48M ﹤0.01%
120,915
+10,088
43 44
45
46 47