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
1501
$751K ﹤0.01%
23,772
-1,544
1502
$751K ﹤0.01%
5,231
+484
1503
$751K ﹤0.01%
5,166
+256
1504
$751K ﹤0.01%
728,642
+559
1505
$749K ﹤0.01%
29,928
+4,758
1506
$748K ﹤0.01%
5,848
-272
1507
$748K ﹤0.01%
82,747
+8,439
1508
$748K ﹤0.01%
19,214
-2,702
1509
$746K ﹤0.01%
2,878
+138
1510
$746K ﹤0.01%
16,725
-15,784
1511
$745K ﹤0.01%
33,044
+9,066
1512
$742K ﹤0.01%
24,186
-724
1513
$742K ﹤0.01%
+16,877
1514
$739K ﹤0.01%
9,239
-489
1515
$737K ﹤0.01%
50,672
+6,914
1516
$735K ﹤0.01%
81,428
+38,867
1517
$734K ﹤0.01%
26,827
+15,967
1518
$734K ﹤0.01%
49,833
+5,478
1519
$732K ﹤0.01%
17,762
-714
1520
$732K ﹤0.01%
77,517
+1,910
1521
$731K ﹤0.01%
56,985
+29,744
1522
$730K ﹤0.01%
9,731
+478
1523
$729K ﹤0.01%
4,869
-425
1524
$726K ﹤0.01%
17,608
+257
1525
$725K ﹤0.01%
38,605
+1,125
59 60
61
62 63