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
1701
$566K ﹤0.01%
18,819
+6,975
1702
$564K ﹤0.01%
2,124
+190
1703
$564K ﹤0.01%
6,621
+346
1704
$564K ﹤0.01%
5,964
+109
1705
$561K ﹤0.01%
25,608
-10,790
1706
$560K ﹤0.01%
15,330
+7,228
1707
$560K ﹤0.01%
19,466
+567
1708
$558K ﹤0.01%
3,506
-1,007
1709
$557K ﹤0.01%
13,812
+320
1710
$557K ﹤0.01%
21,952
+39
1711
$555K ﹤0.01%
25,536
+2,360
1712
$554K ﹤0.01%
118,829
-73,242
1713
$552K ﹤0.01%
+14,730
1714
$550K ﹤0.01%
20,072
+1,060
1715
$549K ﹤0.01%
10,137
+1,119
1716
$549K ﹤0.01%
5,903
+2,433
1717
$549K ﹤0.01%
154,968
-13,545
1718
$548K ﹤0.01%
9,597
+958
1719
$548K ﹤0.01%
91,696
+3,461
1720
$548K ﹤0.01%
5,250
+138
1721
$548K ﹤0.01%
25,635
+6,948
1722
$546K ﹤0.01%
4,675
-182
1723
$545K ﹤0.01%
55,289
-2,468
1724
$544K ﹤0.01%
13,766
-9,176
1725
$544K ﹤0.01%
14,319
+122
67 68
69
70 71