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
1726
$544K ﹤0.01%
26,030
+202
1727
$544K ﹤0.01%
9,271
+1,273
1728
$544K ﹤0.01%
7,389
+272
1729
$542K ﹤0.01%
7,141
+1,810
1730
$541K ﹤0.01%
38,772
+6,617
1731
$539K ﹤0.01%
+37,174
1732
$539K ﹤0.01%
14,072
1733
$539K ﹤0.01%
3,157
+214
1734
$538K ﹤0.01%
14,454
+7,617
1735
$537K ﹤0.01%
25,043
+2,954
1736
$537K ﹤0.01%
50,340
+3,471
1737
$533K ﹤0.01%
+40,809
1738
$532K ﹤0.01%
12,915
-1,478
1739
$531K ﹤0.01%
13,547
+3,222
1740
$530K ﹤0.01%
+10,251
1741
$530K ﹤0.01%
26,437
-400
1742
$530K ﹤0.01%
14,280
-7,698
1743
$529K ﹤0.01%
26,203
+8,265
1744
$528K ﹤0.01%
+20,681
1745
$527K ﹤0.01%
11,117
-29,317
1746
$524K ﹤0.01%
16,875
-215,705
1747
$524K ﹤0.01%
18,695
-8,384
1748
$523K ﹤0.01%
14,001
-574
1749
$522K ﹤0.01%
114,469
+25,729
1750
$521K ﹤0.01%
55,630
+23,522
68 69
70
71 72