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
1426
$832K ﹤0.01%
7,965
1427
$831K ﹤0.01%
30,310
+120
1428
$831K ﹤0.01%
42,396
-884
1429
$830K ﹤0.01%
14,514
+981
1430
$828K ﹤0.01%
89,151
+212
1431
$828K ﹤0.01%
11,301
-5,128
1432
$826K ﹤0.01%
7,401
-221
1433
$826K ﹤0.01%
28,832
-3,308
1434
$822K ﹤0.01%
43,739
+700
1435
$819K ﹤0.01%
36,909
+1,572
1436
$819K ﹤0.01%
10,966
+1,263
1437
$817K ﹤0.01%
18,605
-13,682
1438
$817K ﹤0.01%
23,028
-8,318
1439
$816K ﹤0.01%
20,088
-1,090
1440
$816K ﹤0.01%
97,298
-2,749
1441
$814K ﹤0.01%
15,724
+760
1442
$814K ﹤0.01%
+16,312
1443
$813K ﹤0.01%
7,651
-2,106
1444
$813K ﹤0.01%
107,043
+12,167
1445
$811K ﹤0.01%
17,888
+514
1446
$809K ﹤0.01%
9,918
+317
1447
$809K ﹤0.01%
+10,402
1448
$808K ﹤0.01%
10,299
+239
1449
$806K ﹤0.01%
1,772
+71
1450
$806K ﹤0.01%
26,511
+3,843
56 57
58
59 60