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
1401
$861K ﹤0.01%
64,278
-8,710
1402
$861K ﹤0.01%
16,587
+95
1403
$859K ﹤0.01%
50,218
+15,283
1404
$859K ﹤0.01%
14,787
+107
1405
$859K ﹤0.01%
51,843
-10,436
1406
$859K ﹤0.01%
403,184
-166,587
1407
$857K ﹤0.01%
26,656
-5,019
1408
$856K ﹤0.01%
+28,497
1409
$854K ﹤0.01%
31,373
+18,634
1410
$853K ﹤0.01%
22,789
+9,540
1411
$853K ﹤0.01%
31,953
-11,504
1412
$851K ﹤0.01%
12,868
-328
1413
$850K ﹤0.01%
17,212
+5,495
1414
$850K ﹤0.01%
36,886
+3,108
1415
$850K ﹤0.01%
17,239
-478
1416
$848K ﹤0.01%
33,422
+22,664
1417
$844K ﹤0.01%
7,875
+624
1418
$843K ﹤0.01%
8,425
+3,441
1419
$841K ﹤0.01%
26,749
-4,872
1420
$841K ﹤0.01%
16,825
+2,502
1421
$840K ﹤0.01%
13,232
-130
1422
$840K ﹤0.01%
76,667
-12,178
1423
$836K ﹤0.01%
4,213
-120
1424
$835K ﹤0.01%
86,246
-7,670
1425
$833K ﹤0.01%
38,668
-4,104
55 56
57
58 59