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
1576
$668K ﹤0.01%
16,083
+57
1577
$668K ﹤0.01%
252,901
+170,660
1578
$667K ﹤0.01%
57,774
-12,689
1579
$666K ﹤0.01%
4,925
+976
1580
$665K ﹤0.01%
33,647
+1,388
1581
$663K ﹤0.01%
38,172
+118
1582
$662K ﹤0.01%
3,522
+375
1583
$662K ﹤0.01%
26,122
-2,512
1584
$661K ﹤0.01%
16,447
-116
1585
$661K ﹤0.01%
+5,614
1586
$659K ﹤0.01%
137,395
-5,777
1587
$659K ﹤0.01%
98,405
-3,336
1588
$658K ﹤0.01%
8,689
+189
1589
$658K ﹤0.01%
24,332
-30
1590
$657K ﹤0.01%
39,506
-5,096
1591
$656K ﹤0.01%
36,109
-700
1592
$656K ﹤0.01%
19,420
+126
1593
$655K ﹤0.01%
79,279
+53,280
1594
$653K ﹤0.01%
9,973
-33,086
1595
$652K ﹤0.01%
5,476
+3,442
1596
$652K ﹤0.01%
31,614
-729
1597
$651K ﹤0.01%
10,801
+2,356
1598
$650K ﹤0.01%
16,869
+7,244
1599
$648K ﹤0.01%
11,730
+340
1600
$647K ﹤0.01%
+4,378
62 63
64
65 66