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
1901
$412K ﹤0.01%
8,284
-185
1902
$411K ﹤0.01%
18,980
-980
1903
$411K ﹤0.01%
61,397
+12,497
1904
$410K ﹤0.01%
6,457
-793
1905
$409K ﹤0.01%
8,697
+123
1906
$409K ﹤0.01%
2,695
-86
1907
$409K ﹤0.01%
45,895
-9,595
1908
$409K ﹤0.01%
17,005
+1,758
1909
$409K ﹤0.01%
+11,288
1910
$408K ﹤0.01%
4,995
+1,520
1911
$406K ﹤0.01%
30,810
+6,464
1912
$406K ﹤0.01%
13,493
1913
$405K ﹤0.01%
31,398
-939
1914
$405K ﹤0.01%
7,189
-27
1915
$404K ﹤0.01%
6,772
+540
1916
$403K ﹤0.01%
+10,265
1917
$403K ﹤0.01%
4,051
-159
1918
$403K ﹤0.01%
37,309
-37
1919
$402K ﹤0.01%
+4,952
1920
$402K ﹤0.01%
35,746
-3,484
1921
$401K ﹤0.01%
42,500
+20,000
1922
$399K ﹤0.01%
21,107
+1,717
1923
$399K ﹤0.01%
32,815
-1,868
1924
$399K ﹤0.01%
+15,853
1925
$398K ﹤0.01%
3,658
-44
75 76
77
78 79