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
1226
$1.19M ﹤0.01%
917,436
+2,105
1227
$1.19M ﹤0.01%
67,789
-574
1228
$1.19M ﹤0.01%
55,439
+28,822
1229
$1.19M ﹤0.01%
26,801
+486
1230
$1.19M ﹤0.01%
+24,032
1231
$1.18M ﹤0.01%
29,174
+1,598
1232
$1.18M ﹤0.01%
25,984
+3,705
1233
$1.18M ﹤0.01%
28,725
+6,273
1234
$1.18M ﹤0.01%
34,360
+3,104
1235
$1.17M ﹤0.01%
3,274
+151
1236
$1.17M ﹤0.01%
4,271
+829
1237
$1.17M ﹤0.01%
75,458
+18,263
1238
$1.17M ﹤0.01%
53,659
-10,541
1239
$1.17M ﹤0.01%
30,825
+10,500
1240
$1.16M ﹤0.01%
16,293
+668
1241
$1.16M ﹤0.01%
72,459
-907
1242
$1.16M ﹤0.01%
86,775
+2,140
1243
$1.16M ﹤0.01%
36,346
-72
1244
$1.15M ﹤0.01%
46,770
-498
1245
$1.15M ﹤0.01%
83,729
-17,602
1246
$1.15M ﹤0.01%
15,521
+1,796
1247
$1.15M ﹤0.01%
29,922
+18,910
1248
$1.15M ﹤0.01%
33,229
+339
1249
$1.15M ﹤0.01%
36,496
+6,248
1250
$1.13M ﹤0.01%
32,398
-6,481
48 49
50
51 52