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
2251
$270K ﹤0.01%
4,771
-58
2252
$270K ﹤0.01%
3,034
-1,170
2253
$269K ﹤0.01%
15,228
2254
$269K ﹤0.01%
3,112
-1,535
2255
$269K ﹤0.01%
4,225
-1,260
2256
$269K ﹤0.01%
25,774
+11,089
2257
$269K ﹤0.01%
13,291
-1,645
2258
$269K ﹤0.01%
2,645
-423
2259
$269K ﹤0.01%
3,986
+292
2260
$268K ﹤0.01%
+16,231
2261
$268K ﹤0.01%
4,246
+254
2262
$267K ﹤0.01%
13,986
-3,193
2263
$267K ﹤0.01%
17,400
-375
2264
$267K ﹤0.01%
8,756
-1,753
2265
$266K ﹤0.01%
+2,636
2266
$266K ﹤0.01%
4,518
+166
2267
$266K ﹤0.01%
10,298
-471
2268
$265K ﹤0.01%
3,582
-391
2269
$265K ﹤0.01%
11,733
+154
2270
$264K ﹤0.01%
+12,038
2271
$263K ﹤0.01%
6,625
+124
2272
$263K ﹤0.01%
17,502
+164
2273
$263K ﹤0.01%
15,971
+508
2274
$262K ﹤0.01%
12,049
+316
2275
$262K ﹤0.01%
+4,025
89 90
91
92 93