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
1326
$987K ﹤0.01%
25,551
-5,692
1327
$985K ﹤0.01%
713
+236
1328
$984K ﹤0.01%
28,032
+2,134
1329
$984K ﹤0.01%
23,258
+3,487
1330
$983K ﹤0.01%
67,927
+105
1331
$981K ﹤0.01%
19,474
-163,515
1332
$980K ﹤0.01%
22,763
+3,236
1333
$979K ﹤0.01%
22,727
+1,306
1334
$977K ﹤0.01%
7,561
+190
1335
$976K ﹤0.01%
10,684
+100
1336
$975K ﹤0.01%
14,455
-122
1337
$973K ﹤0.01%
13,997
-1,253
1338
$972K ﹤0.01%
81,144
+36,759
1339
$970K ﹤0.01%
39,469
+4,342
1340
$967K ﹤0.01%
49,332
+2,682
1341
$965K ﹤0.01%
4,124
+21
1342
$964K ﹤0.01%
6,139
+663
1343
$958K ﹤0.01%
27,471
-881
1344
$953K ﹤0.01%
17,186
+7,146
1345
$952K ﹤0.01%
39,630
-940
1346
$952K ﹤0.01%
5,586
-406
1347
$950K ﹤0.01%
17,349
-2,593
1348
$947K ﹤0.01%
26,547
+1,522
1349
$945K ﹤0.01%
23,102
+3,137
1350
$941K ﹤0.01%
57,558
-18,232
52 53
54
55 56