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
2076
$330K ﹤0.01%
2,072
-662
2077
$329K ﹤0.01%
4,921
+571
2078
$329K ﹤0.01%
4,411
-333
2079
$328K ﹤0.01%
12,039
+100
2080
$328K ﹤0.01%
10,869
+737
2081
$327K ﹤0.01%
5,355
+724
2082
$327K ﹤0.01%
8,287
-1
2083
$327K ﹤0.01%
5,628
-392
2084
$327K ﹤0.01%
42,631
-2,073
2085
$327K ﹤0.01%
9,943
+3,002
2086
$327K ﹤0.01%
7,781
+2,046
2087
$326K ﹤0.01%
7,831
+714
2088
$326K ﹤0.01%
10,660
+2,835
2089
$325K ﹤0.01%
51,335
+36,345
2090
$324K ﹤0.01%
6,145
+1,609
2091
$323K ﹤0.01%
66,213
-25,980
2092
$322K ﹤0.01%
12,897
+432
2093
$321K ﹤0.01%
+10,843
2094
$320K ﹤0.01%
25,424
-6,304
2095
$320K ﹤0.01%
3,715
+497
2096
$320K ﹤0.01%
43,750
-7,025
2097
$320K ﹤0.01%
5,262
+1,278
2098
$320K ﹤0.01%
4,756
+634
2099
$319K ﹤0.01%
25,394
+3,945
2100
$319K ﹤0.01%
8,102
+296
82 83
84
85 86