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
201
$35M 0.09%
173,136
+55,203
202
$34.9M 0.09%
1,148,193
-75,458
203
$34.5M 0.09%
223,958
+4,458
204
$33.8M 0.09%
82,590
+745
205
$33.6M 0.09%
96,612
+3,382
206
$33.5M 0.09%
80,815
+1,204
207
$33.4M 0.09%
237,852
+5,516
208
$33.3M 0.09%
1,026,432
-774,538
209
$32.9M 0.09%
143,856
+6,881
210
$32.9M 0.09%
+2,690,791
211
$32.4M 0.09%
134,568
+1,615
212
$32.2M 0.09%
321,809
-17,065
213
$32.2M 0.09%
906,356
+28,224
214
$31.9M 0.09%
159,013
+15,756
215
$31.4M 0.08%
1,029,872
+51,320
216
$31.4M 0.08%
336,450
+9,045
217
$31.3M 0.08%
624,005
+146,080
218
$31M 0.08%
601,506
-117
219
$30.5M 0.08%
237,045
+21,706
220
$30.3M 0.08%
319,883
+14,824
221
$30.3M 0.08%
290,161
+2,201
222
$30.1M 0.08%
654,597
+38,628
223
$29.8M 0.08%
1,418,600
+14,059
224
$29.7M 0.08%
1,171,882
-31,399
225
$29.7M 0.08%
725,792
+7,126
7 8
9
10 11