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
1451
$804K ﹤0.01%
34,327
-170,080
1452
$803K ﹤0.01%
81,411
+1,252
1453
$800K ﹤0.01%
108,116
+17,897
1454
$799K ﹤0.01%
12,374
-13,199
1455
$799K ﹤0.01%
45,792
+239
1456
$798K ﹤0.01%
19,828
+515
1457
$797K ﹤0.01%
7,114
-554
1458
$797K ﹤0.01%
32,982
-6,707
1459
$797K ﹤0.01%
33,928
+6,122
1460
$795K ﹤0.01%
38,911
+389
1461
$794K ﹤0.01%
+37,662
1462
$794K ﹤0.01%
23,826
+5,500
1463
$793K ﹤0.01%
45,893
+317
1464
$793K ﹤0.01%
24,362
+2,088
1465
$792K ﹤0.01%
42,259
+7,022
1466
$791K ﹤0.01%
11,793
+4,861
1467
$790K ﹤0.01%
4,826
+198
1468
$790K ﹤0.01%
19,141
+7,820
1469
$789K ﹤0.01%
5,525
+113
1470
$789K ﹤0.01%
3,987
+120
1471
$789K ﹤0.01%
12,063
+2,599
1472
$788K ﹤0.01%
28,104
+503
1473
$788K ﹤0.01%
3,982
+187
1474
$788K ﹤0.01%
4,012
-31
1475
$787K ﹤0.01%
18,736
-4,396
57 58
59
60 61