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
151
$48.7M 0.13%
340,116
-26,314
152
$48.6M 0.13%
1,448,487
+1,592
153
$47.9M 0.13%
805,513
+12,143
154
$47.2M 0.13%
311,639
-25,455
155
$47M 0.13%
1,009,693
+25,803
156
$46.9M 0.13%
422,614
-2,621
157
$46.7M 0.13%
64,264
+2,454
158
$46.4M 0.12%
314,670
+94,996
159
$46.2M 0.12%
103,980
-1,585
160
$45.9M 0.12%
331,802
+33,969
161
$45.9M 0.12%
787,957
+15,688
162
$45.8M 0.12%
772,199
+60,225
163
$45.7M 0.12%
984,823
-57,086
164
$45.6M 0.12%
2,023,026
+196,647
165
$45.2M 0.12%
275,050
+5,005
166
$44.3M 0.12%
254,580
+15,478
167
$44M 0.12%
482,158
+17,069
168
$44M 0.12%
1,160,577
+6,476
169
$44M 0.12%
96,280
+2,424
170
$43.9M 0.12%
629,297
-23,645
171
$43.7M 0.12%
950,236
+7,864
172
$43.6M 0.12%
372,318
-5,520
173
$43.2M 0.12%
401,666
-2,409
174
$42.8M 0.11%
568,936
-7,372
175
$42.6M 0.11%
691,769
+27,098
5 6
7
8 9