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
101
$77.3M 0.21%
507,286
+35,481
102
$75.6M 0.2%
164,775
+1,969
103
$75.3M 0.2%
2,750,912
+7,807
104
$75.2M 0.2%
927,644
+50,901
105
$74.4M 0.2%
810,767
+156,257
106
$74.3M 0.2%
605,070
+39,865
107
$74M 0.2%
241,004
+1,093
108
$73.8M 0.2%
1,021,208
+46,771
109
$71.9M 0.19%
312,079
-1,457
110
$71.7M 0.19%
366,554
+6,231
111
$69.8M 0.19%
497,060
+343,277
112
$69.6M 0.19%
1,462,675
+164,921
113
$68.9M 0.18%
243,017
+10,659
114
$68M 0.18%
3,013,385
+343,022
115
$67.2M 0.18%
633,996
-2,774
116
$66.8M 0.18%
856,742
-13,011
117
$65.5M 0.18%
579,919
+78,819
118
$65.2M 0.17%
352,675
-47,246
119
$62.7M 0.17%
166,091
+90,051
120
$62.7M 0.17%
3,025,214
+64,988
121
$62.5M 0.17%
20,254
+911
122
$62.3M 0.17%
1,112,806
+80,875
123
$61.7M 0.17%
3,710,298
+52,839
124
$61.3M 0.16%
738,061
+57,865
125
$60.5M 0.16%
93,636
+2,451
3 4
5
6 7