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
2226
$277K ﹤0.01%
3,099
+386
2227
$277K ﹤0.01%
26,806
+577
2228
$276K ﹤0.01%
1,178
+95
2229
$276K ﹤0.01%
12,278
+87
2230
$276K ﹤0.01%
7,451
-970
2231
$275K ﹤0.01%
+6,006
2232
$274K ﹤0.01%
9,598
-4,215
2233
$274K ﹤0.01%
20,664
-597
2234
$274K ﹤0.01%
+23,658
2235
$274K ﹤0.01%
+14,330
2236
$274K ﹤0.01%
28,490
+9,037
2237
$273K ﹤0.01%
4,987
2238
$273K ﹤0.01%
2,109
+68
2239
$273K ﹤0.01%
47,049
-15,234
2240
$273K ﹤0.01%
17,929
-2,982
2241
$273K ﹤0.01%
51,155
2242
$273K ﹤0.01%
21,932
-332
2243
$272K ﹤0.01%
18,828
+1,636
2244
$272K ﹤0.01%
33,215
+21,681
2245
$271K ﹤0.01%
6,906
+68
2246
$271K ﹤0.01%
+5,383
2247
$271K ﹤0.01%
2,380
-44
2248
$271K ﹤0.01%
33,096
+3,203
2249
$271K ﹤0.01%
7,364
2250
$270K ﹤0.01%
3,108
+30
88 89
90
91 92