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
1951
$386K ﹤0.01%
31,394
+15,069
1952
$386K ﹤0.01%
15,782
+3,271
1953
$384K ﹤0.01%
40,772
+1,384
1954
$383K ﹤0.01%
11,384
+1,843
1955
$382K ﹤0.01%
18,770
-3,800
1956
$381K ﹤0.01%
32,550
+10,850
1957
$381K ﹤0.01%
3,269
+640
1958
$381K ﹤0.01%
28,029
-4,839
1959
$380K ﹤0.01%
+8,207
1960
$379K ﹤0.01%
11,550
+2,380
1961
$377K ﹤0.01%
6,972
+402
1962
$377K ﹤0.01%
4,512
1963
$376K ﹤0.01%
+12,587
1964
$376K ﹤0.01%
4,733
+758
1965
$375K ﹤0.01%
5,401
+1,882
1966
$375K ﹤0.01%
95,907
-1,035
1967
$375K ﹤0.01%
20,436
+5,334
1968
$374K ﹤0.01%
3,162
+402
1969
$374K ﹤0.01%
3,624
+525
1970
$373K ﹤0.01%
35,164
+2,684
1971
$373K ﹤0.01%
21,507
+9,397
1972
$372K ﹤0.01%
4,372
+215
1973
$372K ﹤0.01%
14,998
-20,839
1974
$372K ﹤0.01%
8,414
-749
1975
$371K ﹤0.01%
2,940
77 78
79
80 81