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
1826
$467K ﹤0.01%
1,942
+421
1827
$465K ﹤0.01%
15,965
+925
1828
$465K ﹤0.01%
16,961
-579
1829
$463K ﹤0.01%
17,008
1830
$462K ﹤0.01%
25,141
+6,858
1831
$461K ﹤0.01%
68,706
+738
1832
$461K ﹤0.01%
21,186
-2,420
1833
$460K ﹤0.01%
3,966
-105
1834
$460K ﹤0.01%
43,539
+1,575
1835
$460K ﹤0.01%
2,822
-127
1836
$459K ﹤0.01%
9,305
+508
1837
$459K ﹤0.01%
23,931
+7,863
1838
$458K ﹤0.01%
13,016
-1,123
1839
$458K ﹤0.01%
18,158
-21,717
1840
$458K ﹤0.01%
11,702
-305
1841
$457K ﹤0.01%
20,214
1842
$457K ﹤0.01%
4,164
+1,249
1843
$457K ﹤0.01%
65,275
-6,225
1844
$456K ﹤0.01%
16,448
+319
1845
$456K ﹤0.01%
7,452
+660
1846
$455K ﹤0.01%
10,676
+1,129
1847
$453K ﹤0.01%
20,637
+1,227
1848
$453K ﹤0.01%
15,945
-346
1849
$452K ﹤0.01%
10,624
+187
1850
$451K ﹤0.01%
3,890
+64
72 73
74
75 76