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
1626
$623K ﹤0.01%
29,996
+3,187
1627
$623K ﹤0.01%
4,914
+49
1628
$622K ﹤0.01%
28,772
+6,191
1629
$621K ﹤0.01%
8,505
+797
1630
$619K ﹤0.01%
3,892
-611
1631
$618K ﹤0.01%
2,104
+16
1632
$617K ﹤0.01%
7,940
-24
1633
$617K ﹤0.01%
33,266
+3,204
1634
$615K ﹤0.01%
80,455
-50,575
1635
$615K ﹤0.01%
19,478
-2,160
1636
$615K ﹤0.01%
14,549
+3,049
1637
$613K ﹤0.01%
77,531
1638
$610K ﹤0.01%
8,147
1639
$610K ﹤0.01%
7,369
+488
1640
$610K ﹤0.01%
74,272
+17,944
1641
$609K ﹤0.01%
14,651
+53
1642
$609K ﹤0.01%
17,700
-349
1643
$609K ﹤0.01%
18,989
-56
1644
$608K ﹤0.01%
9,199
+1,129
1645
$608K ﹤0.01%
20,174
-312
1646
$608K ﹤0.01%
7,943
+1,835
1647
$608K ﹤0.01%
24,220
+515
1648
$606K ﹤0.01%
5,566
+822
1649
$605K ﹤0.01%
18,393
-590
1650
$605K ﹤0.01%
11,700
+371
64 65
66
67 68