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
1876
$431K ﹤0.01%
14,426
-64
1877
$430K ﹤0.01%
26,002
+2,039
1878
$430K ﹤0.01%
14,835
+5,365
1879
$429K ﹤0.01%
2,213
-34
1880
$428K ﹤0.01%
18,016
1881
$428K ﹤0.01%
4,105
+1,078
1882
$427K ﹤0.01%
4,338
-3,715
1883
$427K ﹤0.01%
6,537
+575
1884
$427K ﹤0.01%
7,427
+1,302
1885
$426K ﹤0.01%
+19,407
1886
$423K ﹤0.01%
7,310
+1,449
1887
$422K ﹤0.01%
22,366
+3,412
1888
$422K ﹤0.01%
12,752
+315
1889
$422K ﹤0.01%
18,651
-1,189
1890
$421K ﹤0.01%
23,721
1891
$421K ﹤0.01%
12,161
-117
1892
$421K ﹤0.01%
50,680
+6,716
1893
$421K ﹤0.01%
16,802
+413
1894
$420K ﹤0.01%
28,975
-779
1895
$417K ﹤0.01%
32,927
-200
1896
$417K ﹤0.01%
4,402
+289
1897
$416K ﹤0.01%
26,808
-741
1898
$413K ﹤0.01%
91,861
+7,905
1899
$413K ﹤0.01%
11,242
+716
1900
$412K ﹤0.01%
5,794
+374
74 75
76
77 78