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
1551
$697K ﹤0.01%
17,435
+2,536
1552
$696K ﹤0.01%
19,548
+553
1553
$694K ﹤0.01%
14,586
+4,731
1554
$694K ﹤0.01%
10,356
-880
1555
$690K ﹤0.01%
23,905
+2,641
1556
$688K ﹤0.01%
22,635
+10,975
1557
$688K ﹤0.01%
7,440
-3,035
1558
$686K ﹤0.01%
90,528
+31,758
1559
$686K ﹤0.01%
19,484
-4,104
1560
$685K ﹤0.01%
16,646
+541
1561
$685K ﹤0.01%
4,028
-608
1562
$684K ﹤0.01%
3,434
-478
1563
$684K ﹤0.01%
4,103
+85
1564
$682K ﹤0.01%
27,640
+5,200
1565
$682K ﹤0.01%
18,343
-2,069
1566
$682K ﹤0.01%
15,588
+771
1567
$682K ﹤0.01%
15,043
-55
1568
$681K ﹤0.01%
43,582
+11,807
1569
$681K ﹤0.01%
16,668
+82
1570
$679K ﹤0.01%
4,013
+1,798
1571
$678K ﹤0.01%
14,068
+3,979
1572
$678K ﹤0.01%
14,345
+442
1573
$677K ﹤0.01%
24,131
+556
1574
$674K ﹤0.01%
26,534
-7,943
1575
$672K ﹤0.01%
3,886
-131
61 62
63
64 65