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
1776
$503K ﹤0.01%
9,662
-413
1777
$502K ﹤0.01%
9,929
-336
1778
$502K ﹤0.01%
35,693
+446
1779
$501K ﹤0.01%
4,327
-228
1780
$501K ﹤0.01%
10,355
+385
1781
$500K ﹤0.01%
11,199
+918
1782
$499K ﹤0.01%
8,861
+1,924
1783
$499K ﹤0.01%
9,678
+166
1784
$497K ﹤0.01%
2,512
+90
1785
$497K ﹤0.01%
13,322
+1,415
1786
$495K ﹤0.01%
7,790
+1,130
1787
$495K ﹤0.01%
3,687
+903
1788
$494K ﹤0.01%
10,421
+1,295
1789
$493K ﹤0.01%
32,898
+16,873
1790
$492K ﹤0.01%
19,009
+3,449
1791
$492K ﹤0.01%
5,851
+814
1792
$491K ﹤0.01%
2,432
+265
1793
$491K ﹤0.01%
11,437
-5,530
1794
$491K ﹤0.01%
32,516
+6,916
1795
$491K ﹤0.01%
26,246
-1,425
1796
$490K ﹤0.01%
37,496
+6,673
1797
$490K ﹤0.01%
11,295
+232
1798
$488K ﹤0.01%
10,797
-1,755
1799
$488K ﹤0.01%
16,398
+687
1800
$487K ﹤0.01%
10,364
+299
70 71
72
73 74