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
1301
$1.03M ﹤0.01%
58,360
+14,136
1302
$1.03M ﹤0.01%
162,550
-141,300
1303
$1.03M ﹤0.01%
10,286
-1,123
1304
$1.03M ﹤0.01%
34,097
+14,032
1305
$1.03M ﹤0.01%
20,453
-169
1306
$1.03M ﹤0.01%
45,259
+4,144
1307
$1.03M ﹤0.01%
10,853
+1,077
1308
$1.02M ﹤0.01%
14,478
+1,062
1309
$1.02M ﹤0.01%
49,094
+7,592
1310
$1.02M ﹤0.01%
6,192
-592
1311
$1.02M ﹤0.01%
17,152
+2,875
1312
$1.02M ﹤0.01%
17,071
-361
1313
$1.02M ﹤0.01%
61,794
-34,841
1314
$1.02M ﹤0.01%
34,473
-751
1315
$1.02M ﹤0.01%
47,834
-6,642
1316
$1.01M ﹤0.01%
15,371
+3,250
1317
$1.01M ﹤0.01%
7,933
+37
1318
$1.01M ﹤0.01%
108,821
+323
1319
$1.01M ﹤0.01%
33,210
-838
1320
$1.01M ﹤0.01%
12,514
+259
1321
$1.01M ﹤0.01%
21,512
+9,147
1322
$1M ﹤0.01%
246,344
-18,019
1323
$997K ﹤0.01%
46,382
+12,970
1324
$990K ﹤0.01%
3,153
-15
1325
$989K ﹤0.01%
+46,543
51 52
53
54 55