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
2051
$340K ﹤0.01%
5,700
-285
2052
$340K ﹤0.01%
4,963
+589
2053
$340K ﹤0.01%
7,526
+304
2054
$339K ﹤0.01%
8,787
-12,786
2055
$339K ﹤0.01%
54,873
+3,941
2056
$338K ﹤0.01%
1,396
-118
2057
$337K ﹤0.01%
6,219
-288
2058
$337K ﹤0.01%
2,984
+101
2059
$336K ﹤0.01%
5,222
+144
2060
$335K ﹤0.01%
16,746
-1,306
2061
$335K ﹤0.01%
3,705
+85
2062
$335K ﹤0.01%
24,296
+2,723
2063
$334K ﹤0.01%
106,813
-6,519
2064
$334K ﹤0.01%
20,676
+4,718
2065
$334K ﹤0.01%
36,553
+2,460
2066
$334K ﹤0.01%
15,183
+582
2067
$334K ﹤0.01%
51,847
-41,453
2068
$334K ﹤0.01%
28,432
+511
2069
$334K ﹤0.01%
6,991
+10
2070
$333K ﹤0.01%
18,168
+2,423
2071
$333K ﹤0.01%
2,557
-110
2072
$332K ﹤0.01%
4,886
+592
2073
$331K ﹤0.01%
22,771
2074
$331K ﹤0.01%
21,064
-3,460
2075
$331K ﹤0.01%
12,955
+3,114
81 82
83
84 85