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
1351
$939K ﹤0.01%
+27,650
1352
$935K ﹤0.01%
32,193
+1,116
1353
$935K ﹤0.01%
23,126
+2,857
1354
$931K ﹤0.01%
17,727
-3,090
1355
$931K ﹤0.01%
40,794
+730
1356
$931K ﹤0.01%
35,483
+612
1357
$931K ﹤0.01%
20,163
+2,192
1358
$930K ﹤0.01%
84,433
-4,015
1359
$930K ﹤0.01%
+37,449
1360
$927K ﹤0.01%
15,040
-35,251
1361
$925K ﹤0.01%
89,675
+7,175
1362
$923K ﹤0.01%
14,871
-2,020
1363
$919K ﹤0.01%
+26,994
1364
$917K ﹤0.01%
5,656
+3,380
1365
$917K ﹤0.01%
20,122
+716
1366
$913K ﹤0.01%
51,458
+4,665
1367
$912K ﹤0.01%
8,869
-133
1368
$911K ﹤0.01%
28,264
-5
1369
$910K ﹤0.01%
21,986
1370
$910K ﹤0.01%
226,286
+14,399
1371
$910K ﹤0.01%
13,963
+658
1372
$909K ﹤0.01%
14,274
+4,160
1373
$905K ﹤0.01%
+39,447
1374
$904K ﹤0.01%
20,280
-11
1375
$903K ﹤0.01%
23,044
+10,816
53 54
55
56 57