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
2001
$358K ﹤0.01%
22,063
-612
2002
$358K ﹤0.01%
41,961
+12,847
2003
$357K ﹤0.01%
32,941
+1,514
2004
$357K ﹤0.01%
29,313
-20,707
2005
$357K ﹤0.01%
1,445
+385
2006
$357K ﹤0.01%
191,744
+10,857
2007
$357K ﹤0.01%
42,243
-13,136
2008
$356K ﹤0.01%
2,351
+213
2009
$354K ﹤0.01%
2,122
+46
2010
$354K ﹤0.01%
3,367
-258
2011
$353K ﹤0.01%
3,750
+620
2012
$353K ﹤0.01%
1,315
+63
2013
$353K ﹤0.01%
9,157
+3,522
2014
$352K ﹤0.01%
3,598
+38
2015
$352K ﹤0.01%
12,699
+310
2016
$352K ﹤0.01%
6,734
-630
2017
$351K ﹤0.01%
21,120
+1,357
2018
$351K ﹤0.01%
15,242
-15,976
2019
$350K ﹤0.01%
8,413
-84
2020
$350K ﹤0.01%
7,737
-204
2021
$349K ﹤0.01%
6,400
+1,450
2022
$349K ﹤0.01%
34,223
+12,274
2023
$349K ﹤0.01%
13,548
-160
2024
$348K ﹤0.01%
+15,263
2025
$348K ﹤0.01%
9,076
-1,397
79 80
81
82 83