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
2301
$253K ﹤0.01%
3,318
+403
2302
$253K ﹤0.01%
55,753
+2,857
2303
$253K ﹤0.01%
3,277
-644
2304
$253K ﹤0.01%
5,902
+1
2305
$252K ﹤0.01%
2,033
+160
2306
$252K ﹤0.01%
10,989
+1,988
2307
$252K ﹤0.01%
4,646
+348
2308
$252K ﹤0.01%
15,695
-1,188
2309
$251K ﹤0.01%
3,043
+325
2310
$251K ﹤0.01%
+7,766
2311
$251K ﹤0.01%
+10,489
2312
$251K ﹤0.01%
31,927
-779
2313
$251K ﹤0.01%
42,291
+8,884
2314
$251K ﹤0.01%
+14,671
2315
$251K ﹤0.01%
75,944
-45
2316
$251K ﹤0.01%
11,530
-461
2317
$250K ﹤0.01%
8,145
-9,334
2318
$250K ﹤0.01%
37,590
+20,929
2319
$250K ﹤0.01%
4,236
2320
$250K ﹤0.01%
2,558
-212
2321
$250K ﹤0.01%
31,442
+2,529
2322
$250K ﹤0.01%
7,870
-122
2323
$250K ﹤0.01%
4,653
-1,067
2324
$249K ﹤0.01%
7,328
+755
2325
$249K ﹤0.01%
12,250
+1,500
91 92
93
94 95