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
2101
$318K ﹤0.01%
2,932
-201
2102
$318K ﹤0.01%
18,718
+4,609
2103
$318K ﹤0.01%
25,261
+357
2104
$317K ﹤0.01%
8,321
+558
2105
$317K ﹤0.01%
5,228
+573
2106
$316K ﹤0.01%
9,904
+115
2107
$316K ﹤0.01%
8,941
-1,699
2108
$315K ﹤0.01%
2,038
+443
2109
$315K ﹤0.01%
16,816
+1,065
2110
$315K ﹤0.01%
+10,807
2111
$315K ﹤0.01%
24,268
+687
2112
$315K ﹤0.01%
+13,940
2113
$314K ﹤0.01%
29,492
2114
$314K ﹤0.01%
15,465
+803
2115
$313K ﹤0.01%
14,749
-1,148
2116
$313K ﹤0.01%
21,820
+8,630
2117
$313K ﹤0.01%
30,836
-729
2118
$313K ﹤0.01%
+20,410
2119
$312K ﹤0.01%
13,808
+266
2120
$312K ﹤0.01%
5,487
+300
2121
$311K ﹤0.01%
7,536
-357
2122
$310K ﹤0.01%
13,969
-850
2123
$310K ﹤0.01%
3,509
-776
2124
$309K ﹤0.01%
13,951
-4,617
2125
$309K ﹤0.01%
3,857
+787
83 84
85
86 87