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
2326
$248K ﹤0.01%
+5,331
2327
$248K ﹤0.01%
62,522
-15,223
2328
$248K ﹤0.01%
+7,128
2329
$247K ﹤0.01%
+10,862
2330
$247K ﹤0.01%
+16,257
2331
$247K ﹤0.01%
+4,802
2332
$247K ﹤0.01%
18,551
+3,031
2333
$246K ﹤0.01%
2,157
-264
2334
$246K ﹤0.01%
6,228
+596
2335
$245K ﹤0.01%
9,546
2336
$245K ﹤0.01%
+16,860
2337
$244K ﹤0.01%
5,525
+30
2338
$244K ﹤0.01%
+3,636
2339
$244K ﹤0.01%
+14,209
2340
$244K ﹤0.01%
9,582
-3,001
2341
$244K ﹤0.01%
2,749
+76
2342
$243K ﹤0.01%
7,501
+1,327
2343
$243K ﹤0.01%
49,919
-391
2344
$243K ﹤0.01%
4,578
-121
2345
$243K ﹤0.01%
14,542
+3,708
2346
$242K ﹤0.01%
4,952
-6
2347
$242K ﹤0.01%
1,664
+348
2348
$242K ﹤0.01%
2,302
+263
2349
$242K ﹤0.01%
7,625
+1,143
2350
$242K ﹤0.01%
+3,701
92 93
94
95 96