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
1676
$582K ﹤0.01%
4,009
+8
1677
$582K ﹤0.01%
7,145
+57
1678
$582K ﹤0.01%
21,478
+166
1679
$581K ﹤0.01%
5,674
+331
1680
$581K ﹤0.01%
9,570
-102
1681
$581K ﹤0.01%
38,208
-1,347
1682
$580K ﹤0.01%
7,606
-251
1683
$580K ﹤0.01%
15,275
+900
1684
$579K ﹤0.01%
22,584
-24,655
1685
$579K ﹤0.01%
36,001
-3,828
1686
$577K ﹤0.01%
+17,132
1687
$577K ﹤0.01%
19,462
+576
1688
$577K ﹤0.01%
32,362
-1,376
1689
$576K ﹤0.01%
4,180
+250
1690
$574K ﹤0.01%
12,173
+3,942
1691
$573K ﹤0.01%
98,242
+1,885
1692
$572K ﹤0.01%
11,703
-626
1693
$572K ﹤0.01%
13,838
-710
1694
$571K ﹤0.01%
3,494
-291
1695
$570K ﹤0.01%
20,087
+323
1696
$570K ﹤0.01%
+64,279
1697
$569K ﹤0.01%
14,062
+2,431
1698
$569K ﹤0.01%
13,767
+1,716
1699
$568K ﹤0.01%
16,374
+4,869
1700
$568K ﹤0.01%
6,264
+134
66 67
68
69 70