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
1601
$647K ﹤0.01%
9,676
+1,149
1602
$645K ﹤0.01%
12,457
+449
1603
$644K ﹤0.01%
3,583
-29
1604
$644K ﹤0.01%
9,669
-1,278
1605
$643K ﹤0.01%
3,606
-1,281
1606
$643K ﹤0.01%
12,642
+3
1607
$643K ﹤0.01%
30,808
+4,597
1608
$642K ﹤0.01%
53,018
+3,052
1609
$641K ﹤0.01%
17,475
+4,362
1610
$636K ﹤0.01%
170,073
+4,663
1611
$634K ﹤0.01%
47,516
+34,145
1612
$634K ﹤0.01%
+21,029
1613
$634K ﹤0.01%
+10,508
1614
$633K ﹤0.01%
10,652
+3,004
1615
$631K ﹤0.01%
422
+79
1616
$631K ﹤0.01%
22,700
+641
1617
$630K ﹤0.01%
8,010
+1,122
1618
$630K ﹤0.01%
1,580
+116
1619
$630K ﹤0.01%
8,793
-176
1620
$628K ﹤0.01%
30,790
+1,742
1621
$628K ﹤0.01%
76,060
+62,210
1622
$626K ﹤0.01%
14,722
-103
1623
$625K ﹤0.01%
11,912
+2
1624
$624K ﹤0.01%
7,520
+1,243
1625
$624K ﹤0.01%
24,146
+1,634
63 64
65
66 67