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
1976
$371K ﹤0.01%
15,785
-2,517
1977
$370K ﹤0.01%
52,603
-1,094
1978
$370K ﹤0.01%
11,833
+613
1979
$370K ﹤0.01%
4,309
-3,612
1980
$369K ﹤0.01%
10,201
+2,869
1981
$369K ﹤0.01%
1,396
-115
1982
$369K ﹤0.01%
72,852
+2,858
1983
$368K ﹤0.01%
2,886
+324
1984
$368K ﹤0.01%
+19,991
1985
$368K ﹤0.01%
13,576
+5,571
1986
$367K ﹤0.01%
2,859
+443
1987
$367K ﹤0.01%
5,464
-4,827
1988
$367K ﹤0.01%
3,025
-192
1989
$366K ﹤0.01%
6,979
+1,136
1990
$365K ﹤0.01%
9,112
+126
1991
$365K ﹤0.01%
6,023
-3
1992
$362K ﹤0.01%
4,834
-343
1993
$362K ﹤0.01%
11,193
+1,432
1994
$362K ﹤0.01%
33,172
+1,445
1995
$362K ﹤0.01%
20,448
+2,909
1996
$361K ﹤0.01%
657
1997
$361K ﹤0.01%
10,328
-40
1998
$359K ﹤0.01%
+20,714
1999
$358K ﹤0.01%
6,984
2000
$358K ﹤0.01%
5,969
78 79
80
81 82