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
176
$42.1M 0.11%
245,337
-20,945
177
$41.6M 0.11%
1,011,284
+61,289
178
$41.5M 0.11%
1,587,909
+258,688
179
$40.4M 0.11%
1,477,752
-108,356
180
$40.4M 0.11%
158,240
+5,883
181
$40.2M 0.11%
732,767
+31,969
182
$40.1M 0.11%
626,935
+33,621
183
$39.9M 0.11%
353,048
-25,702
184
$39.5M 0.11%
278,784
+17,772
185
$39.4M 0.11%
183,868
+9,377
186
$38.7M 0.1%
190,916
+7,311
187
$38.5M 0.1%
1,018,850
+100,890
188
$38.1M 0.1%
694,033
-372,280
189
$38M 0.1%
161,516
+3,920
190
$37.1M 0.1%
335,709
-128,561
191
$37M 0.1%
559,521
-7,303
192
$36.8M 0.1%
84,609
-30,538
193
$36.6M 0.1%
1,047,153
+13,631
194
$36.6M 0.1%
190,835
+10,499
195
$36.1M 0.1%
475,634
+15,349
196
$35.9M 0.1%
622,898
-75,829
197
$35.8M 0.1%
486,313
+51,243
198
$35.8M 0.1%
348,027
+37,362
199
$35.7M 0.1%
360,784
+10,987
200
$35.3M 0.09%
2,129,393
+91,963
6 7
8
9 10