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
1526
$722K ﹤0.01%
25,006
-2,828
1527
$720K ﹤0.01%
13,376
-775
1528
$719K ﹤0.01%
12,222
+424
1529
$718K ﹤0.01%
33,910
-2,900
1530
$718K ﹤0.01%
8,652
-307
1531
$717K ﹤0.01%
+21,800
1532
$716K ﹤0.01%
98,725
+15,760
1533
$714K ﹤0.01%
28,961
+5,583
1534
$713K ﹤0.01%
41,814
-18,189
1535
$713K ﹤0.01%
4,956
+88
1536
$711K ﹤0.01%
9,016
-286
1537
$709K ﹤0.01%
41,049
+3,303
1538
$708K ﹤0.01%
17,707
1539
$708K ﹤0.01%
6,509
+245
1540
$707K ﹤0.01%
17,836
-443
1541
$706K ﹤0.01%
6,852
+2,085
1542
$705K ﹤0.01%
4,355
-30
1543
$704K ﹤0.01%
16,455
+846
1544
$703K ﹤0.01%
12,934
-513
1545
$702K ﹤0.01%
7,426
-253
1546
$702K ﹤0.01%
3,286
-742
1547
$701K ﹤0.01%
9,532
+343
1548
$699K ﹤0.01%
61,730
+1,683
1549
$698K ﹤0.01%
17,716
+361
1550
$697K ﹤0.01%
13,119
+451
60 61
62
63 64