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
2401
$227K ﹤0.01%
15,612
+1,632
2402
$227K ﹤0.01%
22,358
+223
2403
$227K ﹤0.01%
2,791
+72
2404
$227K ﹤0.01%
+10,634
2405
$226K ﹤0.01%
8,410
-99
2406
$226K ﹤0.01%
2,484
-452
2407
$226K ﹤0.01%
+3,013
2408
$226K ﹤0.01%
+1,901
2409
$225K ﹤0.01%
+4,010
2410
$225K ﹤0.01%
10,815
-1
2411
$225K ﹤0.01%
1,546
+52
2412
$225K ﹤0.01%
16,543
+420
2413
$225K ﹤0.01%
4,331
+599
2414
$224K ﹤0.01%
26,795
-3,107
2415
$224K ﹤0.01%
9,872
+36
2416
$224K ﹤0.01%
+6,757
2417
$224K ﹤0.01%
2,610
-35
2418
$224K ﹤0.01%
9,921
-876
2419
$223K ﹤0.01%
+1,310
2420
$223K ﹤0.01%
2,846
+41
2421
$223K ﹤0.01%
6,370
-1,713
2422
$223K ﹤0.01%
5,000
-18
2423
$221K ﹤0.01%
+12,679
2424
$221K ﹤0.01%
4,410
+138
2425
$220K ﹤0.01%
13,194
+175
95 96
97
98 99