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
2351
$242K ﹤0.01%
2,508
+34
2352
$242K ﹤0.01%
8,212
-160
2353
$242K ﹤0.01%
3,495
+139
2354
$242K ﹤0.01%
6,430
+840
2355
$242K ﹤0.01%
+10,102
2356
$241K ﹤0.01%
+1,414
2357
$241K ﹤0.01%
1,340
+98
2358
$241K ﹤0.01%
+5,557
2359
$241K ﹤0.01%
5,579
-591
2360
$240K ﹤0.01%
2,694
-342
2361
$240K ﹤0.01%
4,293
-3,732
2362
$240K ﹤0.01%
4,027
+254
2363
$240K ﹤0.01%
12,232
-10,780
2364
$239K ﹤0.01%
168,224
+153,591
2365
$238K ﹤0.01%
23,285
-2,369
2366
$238K ﹤0.01%
3,433
+136
2367
$237K ﹤0.01%
8,940
-2,045
2368
$237K ﹤0.01%
+4,023
2369
$237K ﹤0.01%
10,467
-8,127
2370
$237K ﹤0.01%
+2,767
2371
$236K ﹤0.01%
34,099
+8
2372
$236K ﹤0.01%
7,917
-198
2373
$236K ﹤0.01%
+6,562
2374
$236K ﹤0.01%
3,281
+180
2375
$235K ﹤0.01%
9,523
-145
93 94
95
96 97