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
1376
$902K ﹤0.01%
5,419
+217
1377
$901K ﹤0.01%
70,809
1378
$901K ﹤0.01%
31,163
-1,321
1379
$897K ﹤0.01%
42,425
-3,020
1380
$895K ﹤0.01%
57,761
+7,628
1381
$895K ﹤0.01%
44,607
+8,480
1382
$894K ﹤0.01%
50,220
-6,628
1383
$891K ﹤0.01%
33,645
+4,478
1384
$890K ﹤0.01%
48,625
-17
1385
$887K ﹤0.01%
36,318
+4,894
1386
$886K ﹤0.01%
42,025
+6,196
1387
$886K ﹤0.01%
86,588
+3,585
1388
$885K ﹤0.01%
25,036
+162
1389
$882K ﹤0.01%
38,479
+389
1390
$881K ﹤0.01%
30,836
+1,064
1391
$880K ﹤0.01%
92,475
-35,476
1392
$880K ﹤0.01%
26,558
+664
1393
$875K ﹤0.01%
86,267
-2,824
1394
$874K ﹤0.01%
338,765
-8,852
1395
$871K ﹤0.01%
60,006
+20,986
1396
$870K ﹤0.01%
50,514
+35,702
1397
$870K ﹤0.01%
17,997
-1,332
1398
$864K ﹤0.01%
38,685
+7,022
1399
$862K ﹤0.01%
5,776
+393
1400
$862K ﹤0.01%
21,701
-1,473
54 55
56
57 58