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
1801
$485K ﹤0.01%
2,106
+442
1802
$483K ﹤0.01%
13,097
-771
1803
$481K ﹤0.01%
+4,286
1804
$480K ﹤0.01%
2,451
+851
1805
$479K ﹤0.01%
9,038
-560
1806
$478K ﹤0.01%
20,566
+11,589
1807
$477K ﹤0.01%
30,210
-56
1808
$477K ﹤0.01%
20,026
+1,909
1809
$477K ﹤0.01%
2,924
+340
1810
$476K ﹤0.01%
15,847
+1
1811
$475K ﹤0.01%
8,358
+205
1812
$475K ﹤0.01%
22,390
+304
1813
$475K ﹤0.01%
10,436
-963
1814
$474K ﹤0.01%
21,696
+8,755
1815
$474K ﹤0.01%
8,202
+903
1816
$474K ﹤0.01%
5,307
+294
1817
$473K ﹤0.01%
96,953
+10,495
1818
$472K ﹤0.01%
2,797
+518
1819
$471K ﹤0.01%
7,828
+313
1820
$470K ﹤0.01%
3,877
+54
1821
$470K ﹤0.01%
3,227
+207
1822
$469K ﹤0.01%
15,167
+1,618
1823
$468K ﹤0.01%
6,218
+411
1824
$467K ﹤0.01%
12,603
+4,217
1825
$467K ﹤0.01%
1,930
+84
71 72
73
74 75