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
1476
$785K ﹤0.01%
3,122
-27
1477
$785K ﹤0.01%
95,237
-124
1478
$779K ﹤0.01%
14,065
-984
1479
$779K ﹤0.01%
32,455
-9,213
1480
$776K ﹤0.01%
109,972
+9,184
1481
$774K ﹤0.01%
492,697
+10,996
1482
$773K ﹤0.01%
141,787
-138,078
1483
$771K ﹤0.01%
7,701
-169
1484
$770K ﹤0.01%
35,518
-740
1485
$768K ﹤0.01%
56,019
-13,709
1486
$768K ﹤0.01%
3,759
+375
1487
$766K ﹤0.01%
39,547
+150
1488
$765K ﹤0.01%
7,420
+152
1489
$765K ﹤0.01%
129,246
-40,215
1490
$761K ﹤0.01%
7,924
-437
1491
$761K ﹤0.01%
19,411
-14,719
1492
$760K ﹤0.01%
32,853
+6,391
1493
$760K ﹤0.01%
3,365
+275
1494
$759K ﹤0.01%
53,238
+20,499
1495
$758K ﹤0.01%
5,493
+973
1496
$758K ﹤0.01%
6,849
+1,819
1497
$758K ﹤0.01%
125,325
-48,539
1498
$758K ﹤0.01%
9,818
-508
1499
$752K ﹤0.01%
4,533
+3,051
1500
$752K ﹤0.01%
39,185
-394
58 59
60
61 62