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
1851
$450K ﹤0.01%
9,038
-438
1852
$450K ﹤0.01%
6,130
+1,929
1853
$449K ﹤0.01%
14,197
+160
1854
$447K ﹤0.01%
15,605
+143
1855
$446K ﹤0.01%
6,771
+332
1856
$446K ﹤0.01%
10,540
-451
1857
$446K ﹤0.01%
10,019
+2,888
1858
$445K ﹤0.01%
4,491
+216
1859
$445K ﹤0.01%
2,719
+289
1860
$445K ﹤0.01%
29,508
+2,836
1861
$444K ﹤0.01%
36,129
-6,477
1862
$444K ﹤0.01%
56,700
+25,245
1863
$443K ﹤0.01%
10,791
-3,070
1864
$441K ﹤0.01%
6,085
-663
1865
$440K ﹤0.01%
4,794
+549
1866
$440K ﹤0.01%
13,635
-10,593
1867
$439K ﹤0.01%
43,385
+21,389
1868
$439K ﹤0.01%
38,849
+19,549
1869
$436K ﹤0.01%
21,445
+3,050
1870
$436K ﹤0.01%
19,953
+2,113
1871
$436K ﹤0.01%
12,857
-8,791
1872
$434K ﹤0.01%
17,331
+284
1873
$434K ﹤0.01%
3,903
-211
1874
$433K ﹤0.01%
18,077
1875
$432K ﹤0.01%
7,011
+483
73 74
75
76 77