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
2026
$348K ﹤0.01%
58,766
+8,699
2027
$348K ﹤0.01%
9,514
-41
2028
$346K ﹤0.01%
8,422
+224
2029
$346K ﹤0.01%
66,692
-754
2030
$345K ﹤0.01%
13,743
+1,138
2031
$345K ﹤0.01%
12,708
-1,108
2032
$345K ﹤0.01%
38,692
-254
2033
$345K ﹤0.01%
+9,760
2034
$343K ﹤0.01%
2,877
-166
2035
$343K ﹤0.01%
12,349
+407
2036
$343K ﹤0.01%
45,198
-1,842
2037
$342K ﹤0.01%
2,025
-46
2038
$342K ﹤0.01%
13,311
+1,088
2039
$342K ﹤0.01%
11,729
+830
2040
$342K ﹤0.01%
+14,857
2041
$341K ﹤0.01%
7,575
+475
2042
$341K ﹤0.01%
3,019
+303
2043
$340K ﹤0.01%
7,612
+1,711
2044
$340K ﹤0.01%
3,624
+40
2045
$340K ﹤0.01%
14,276
2046
$340K ﹤0.01%
24,112
+10,405
2047
$340K ﹤0.01%
12,190
+1,232
2048
$340K ﹤0.01%
7,490
+938
2049
$340K ﹤0.01%
+6,280
2050
$340K ﹤0.01%
+10,687
80 81
82
83 84