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
1126
$1.47M ﹤0.01%
+18,040
1127
$1.47M ﹤0.01%
11,036
+2,786
1128
$1.47M ﹤0.01%
8,080
+1,638
1129
$1.47M ﹤0.01%
31,045
-513
1130
$1.46M ﹤0.01%
26,293
-1,385
1131
$1.46M ﹤0.01%
3,514
+102
1132
$1.45M ﹤0.01%
50,238
+4,848
1133
$1.45M ﹤0.01%
19,456
+5,557
1134
$1.45M ﹤0.01%
+59,123
1135
$1.45M ﹤0.01%
93,517
-1,945
1136
$1.44M ﹤0.01%
17,091
+2,300
1137
$1.44M ﹤0.01%
83,906
+7,057
1138
$1.44M ﹤0.01%
58,833
+1,895
1139
$1.44M ﹤0.01%
21,222
+2,655
1140
$1.44M ﹤0.01%
+61,982
1141
$1.43M ﹤0.01%
27,591
-4,434
1142
$1.43M ﹤0.01%
16,739
+1,539
1143
$1.43M ﹤0.01%
54,781
+884
1144
$1.42M ﹤0.01%
77,020
+3,786
1145
$1.42M ﹤0.01%
132,410
+6,472
1146
$1.42M ﹤0.01%
98,862
-4,125
1147
$1.41M ﹤0.01%
19,043
+6,309
1148
$1.41M ﹤0.01%
+58,781
1149
$1.41M ﹤0.01%
58,465
+4,789
1150
$1.41M ﹤0.01%
33,869
+9,236
44 45
46
47 48