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
1651
$604K ﹤0.01%
8,940
-581
1652
$601K ﹤0.01%
15,787
1653
$599K ﹤0.01%
8,342
+403
1654
$598K ﹤0.01%
2,697
-95
1655
$598K ﹤0.01%
15,390
+1,912
1656
$598K ﹤0.01%
10,723
+548
1657
$598K ﹤0.01%
4,974
+1,319
1658
$597K ﹤0.01%
101,947
-1,180
1659
$597K ﹤0.01%
7,904
-1,963
1660
$596K ﹤0.01%
15,637
+38
1661
$596K ﹤0.01%
9,568
-720
1662
$596K ﹤0.01%
9,860
+504
1663
$595K ﹤0.01%
13,079
+2,073
1664
$595K ﹤0.01%
15,447
-1,770
1665
$594K ﹤0.01%
6,514
+66
1666
$592K ﹤0.01%
15,979
+650
1667
$591K ﹤0.01%
4,335
+179
1668
$590K ﹤0.01%
7,301
+1,494
1669
$590K ﹤0.01%
13,252
+6,424
1670
$590K ﹤0.01%
13,405
-262
1671
$590K ﹤0.01%
14,116
-3,238
1672
$588K ﹤0.01%
12,591
+1,076
1673
$584K ﹤0.01%
11,895
+1,423
1674
$583K ﹤0.01%
16,678
-24,885
1675
$583K ﹤0.01%
22,494
-371
65 66
67
68 69