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
2201
$285K ﹤0.01%
3,516
+184
2202
$284K ﹤0.01%
+8,995
2203
$284K ﹤0.01%
+6,033
2204
$284K ﹤0.01%
13,376
+387
2205
$284K ﹤0.01%
14,859
+2,279
2206
$284K ﹤0.01%
13,701
-683
2207
$284K ﹤0.01%
23,651
-1,901
2208
$283K ﹤0.01%
11,823
-2,252
2209
$283K ﹤0.01%
12,348
-317
2210
$282K ﹤0.01%
+6,480
2211
$282K ﹤0.01%
14,232
+521
2212
$282K ﹤0.01%
25,753
+13,482
2213
$282K ﹤0.01%
29,096
+1,644
2214
$281K ﹤0.01%
15,932
+548
2215
$280K ﹤0.01%
3,865
+539
2216
$280K ﹤0.01%
11,486
-904
2217
$280K ﹤0.01%
5,304
+253
2218
$279K ﹤0.01%
3,629
2219
$279K ﹤0.01%
29,504
-754
2220
$278K ﹤0.01%
+6,632
2221
$278K ﹤0.01%
+17,447
2222
$278K ﹤0.01%
17,340
+2,247
2223
$278K ﹤0.01%
+3,301
2224
$277K ﹤0.01%
+7,460
2225
$277K ﹤0.01%
12,368
-142
87 88
89
90 91