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
2151
$299K ﹤0.01%
49,768
+5,831
2152
$299K ﹤0.01%
24,231
-1,703
2153
$298K ﹤0.01%
15,053
-2,015
2154
$298K ﹤0.01%
7,135
-50
2155
$297K ﹤0.01%
15,668
+89
2156
$297K ﹤0.01%
27,080
-2,011
2157
$297K ﹤0.01%
3,759
+703
2158
$297K ﹤0.01%
12,165
-1,703
2159
$297K ﹤0.01%
7,914
+473
2160
$297K ﹤0.01%
5,592
+97
2161
$297K ﹤0.01%
+25,610
2162
$296K ﹤0.01%
11,930
-3,069
2163
$296K ﹤0.01%
5,865
+232
2164
$296K ﹤0.01%
+11,188
2165
$296K ﹤0.01%
17,288
+37
2166
$295K ﹤0.01%
10,981
+181
2167
$294K ﹤0.01%
2,054
-393
2168
$294K ﹤0.01%
7,238
+1,130
2169
$294K ﹤0.01%
21,412
+13
2170
$294K ﹤0.01%
141,917
+411
2171
$293K ﹤0.01%
14,376
-2,083
2172
$293K ﹤0.01%
14,848
-1,192
2173
$293K ﹤0.01%
22,934
+2,686
2174
$292K ﹤0.01%
5,634
+143
2175
$292K ﹤0.01%
9,290
-177
85 86
87
88 89