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
1926
$398K ﹤0.01%
52,092
-4,675
1927
$397K ﹤0.01%
10,441
+4,882
1928
$397K ﹤0.01%
6,414
+695
1929
$397K ﹤0.01%
81,627
+24,789
1930
$394K ﹤0.01%
144,878
1931
$394K ﹤0.01%
12,995
-1,299
1932
$394K ﹤0.01%
2,739
+51
1933
$394K ﹤0.01%
5,284
-78
1934
$393K ﹤0.01%
18,361
+458
1935
$393K ﹤0.01%
+18,257
1936
$392K ﹤0.01%
3,536
+27
1937
$392K ﹤0.01%
6,048
1938
$392K ﹤0.01%
21,156
-258
1939
$392K ﹤0.01%
21,887
1940
$391K ﹤0.01%
13,235
-757
1941
$391K ﹤0.01%
7,984
+474
1942
$389K ﹤0.01%
1,984
+999
1943
$389K ﹤0.01%
12,566
1944
$389K ﹤0.01%
10,117
+4,801
1945
$388K ﹤0.01%
6,742
+1,772
1946
$388K ﹤0.01%
4,365
+1
1947
$388K ﹤0.01%
18,836
+433
1948
$388K ﹤0.01%
25,109
+6,529
1949
$388K ﹤0.01%
13,482
-6,081
1950
$387K ﹤0.01%
10,575
-64
76 77
78
79 80