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
2176
$291K ﹤0.01%
102,224
-19,849
2177
$291K ﹤0.01%
7,364
-701
2178
$291K ﹤0.01%
5,204
+2,352
2179
$290K ﹤0.01%
6,316
-350
2180
$290K ﹤0.01%
47,953
+1,993
2181
$290K ﹤0.01%
2,438
-2
2182
$290K ﹤0.01%
+2,669
2183
$290K ﹤0.01%
119,772
-2,996
2184
$290K ﹤0.01%
+19,094
2185
$289K ﹤0.01%
33,250
+2,242
2186
$289K ﹤0.01%
76,325
+1,258
2187
$289K ﹤0.01%
9,817
+1,373
2188
$288K ﹤0.01%
16,395
+2,108
2189
$288K ﹤0.01%
6,347
-222
2190
$288K ﹤0.01%
8,585
+69
2191
$288K ﹤0.01%
3,085
-104
2192
$288K ﹤0.01%
5,726
+221
2193
$287K ﹤0.01%
8,867
-434
2194
$287K ﹤0.01%
3,487
+394
2195
$287K ﹤0.01%
34,771
+7,976
2196
$287K ﹤0.01%
24,677
+431
2197
$286K ﹤0.01%
7,574
-4,517
2198
$286K ﹤0.01%
2,713
+8
2199
$285K ﹤0.01%
3,637
2200
$285K ﹤0.01%
6,374
+1,184
86 87
88
89 90