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
2126
$309K ﹤0.01%
21,087
+3,587
2127
$309K ﹤0.01%
11,240
+93
2128
$309K ﹤0.01%
14,614
+2,744
2129
$308K ﹤0.01%
63,494
-82
2130
$307K ﹤0.01%
4,066
-1,333
2131
$307K ﹤0.01%
33,706
+7,545
2132
$307K ﹤0.01%
+14,288
2133
$307K ﹤0.01%
32,894
-1,935
2134
$306K ﹤0.01%
8,130
-1,357
2135
$304K ﹤0.01%
+18,055
2136
$304K ﹤0.01%
10,022
+1,279
2137
$303K ﹤0.01%
28,134
-1,798
2138
$303K ﹤0.01%
+5,452
2139
$303K ﹤0.01%
9,307
+264
2140
$303K ﹤0.01%
9,800
+188
2141
$302K ﹤0.01%
6,902
+857
2142
$302K ﹤0.01%
1,725
+128
2143
$301K ﹤0.01%
3,937
-746
2144
$301K ﹤0.01%
2,874
2145
$301K ﹤0.01%
+5,988
2146
$300K ﹤0.01%
+22,352
2147
$300K ﹤0.01%
+2,424
2148
$299K ﹤0.01%
+7,527
2149
$299K ﹤0.01%
160,651
+44,268
2150
$299K ﹤0.01%
2,968
-393
84 85
86
87 88