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
1276
$1.09M ﹤0.01%
54,554
-26,201
1277
$1.09M ﹤0.01%
23,475
+439
1278
$1.08M ﹤0.01%
37,910
+13,032
1279
$1.08M ﹤0.01%
26,789
-6,103
1280
$1.08M ﹤0.01%
109,550
+6,819
1281
$1.08M ﹤0.01%
12,538
-200
1282
$1.08M ﹤0.01%
21,436
+1,257
1283
$1.07M ﹤0.01%
5,063
+704
1284
$1.07M ﹤0.01%
7,236
-2,702
1285
$1.07M ﹤0.01%
37,161
-14,191
1286
$1.06M ﹤0.01%
13,117
+4,840
1287
$1.06M ﹤0.01%
28,582
-5,003
1288
$1.06M ﹤0.01%
61,688
+9,253
1289
$1.05M ﹤0.01%
10,709
+1,005
1290
$1.05M ﹤0.01%
+26,668
1291
$1.05M ﹤0.01%
16,947
-1,049
1292
$1.05M ﹤0.01%
54,093
-4,734
1293
$1.04M ﹤0.01%
9,832
+196
1294
$1.04M ﹤0.01%
10,392
-262
1295
$1.04M ﹤0.01%
10,923
+860
1296
$1.04M ﹤0.01%
8,037
+757
1297
$1.04M ﹤0.01%
80,554
+11,264
1298
$1.04M ﹤0.01%
13,943
+38
1299
$1.04M ﹤0.01%
121,066
+267
1300
$1.04M ﹤0.01%
13,059
+103