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
1751
$521K ﹤0.01%
12,002
+1,300
1752
$521K ﹤0.01%
6,881
+3,287
1753
$520K ﹤0.01%
2,033
+377
1754
$520K ﹤0.01%
18,236
+705
1755
$520K ﹤0.01%
6,953
+737
1756
$519K ﹤0.01%
4,897
-113
1757
$519K ﹤0.01%
+19,386
1758
$518K ﹤0.01%
35,561
+391
1759
$517K ﹤0.01%
51,777
-3,994
1760
$517K ﹤0.01%
80,190
+11,885
1761
$517K ﹤0.01%
3,230
+134
1762
$514K ﹤0.01%
9,728
+408
1763
$513K ﹤0.01%
5,303
-10
1764
$512K ﹤0.01%
28,016
-1,610
1765
$511K ﹤0.01%
11,172
+68
1766
$511K ﹤0.01%
4,229
+63
1767
$510K ﹤0.01%
18,975
+1,405
1768
$510K ﹤0.01%
7,090
+176
1769
$508K ﹤0.01%
14,255
+1,675
1770
$508K ﹤0.01%
3,329
+871
1771
$508K ﹤0.01%
4,053
-313
1772
$507K ﹤0.01%
106,284
-10,481
1773
$506K ﹤0.01%
5,187
+1,373
1774
$504K ﹤0.01%
15,636
-1,999
1775
$504K ﹤0.01%
7,164
+1,015
69 70
71
72 73