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
126
$60M 0.16%
664,791
+2,806
127
$59.9M 0.16%
375,730
+13,789
128
$59M 0.16%
754,538
+58,656
129
$58.9M 0.16%
1,161,025
+128,298
130
$58.8M 0.16%
1,034,351
+75,209
131
$57.2M 0.15%
4,607,078
+194,812
132
$55.9M 0.15%
952,844
+87,509
133
$55.9M 0.15%
3,720,958
+1,461,840
134
$55.7M 0.15%
804,328
+10,977
135
$55.6M 0.15%
603,740
+46,203
136
$55.6M 0.15%
1,285,176
-8,361
137
$55M 0.15%
476,832
+22,724
138
$55M 0.15%
877,100
-23,020
139
$54.5M 0.15%
695,598
+11,664
140
$54.1M 0.15%
523,724
+24,525
141
$53.5M 0.14%
655,422
+15,701
142
$53.4M 0.14%
195,473
+1,650
143
$53.4M 0.14%
1,445,867
+38,592
144
$52.2M 0.14%
752,801
+49,351
145
$52M 0.14%
1,676,906
+82,039
146
$51.8M 0.14%
1,039,991
-24,530
147
$51.3M 0.14%
391,736
+6,567
148
$49.3M 0.13%
107,446
+25,780
149
$49.1M 0.13%
629,647
+5,833
150
$49.1M 0.13%
1,480,034
-595,593
4 5
6
7 8