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
2426
$220K ﹤0.01%
34,000
-2,000
2427
$220K ﹤0.01%
+8,967
2428
$220K ﹤0.01%
9,547
+868
2429
$219K ﹤0.01%
+20,760
2430
$218K ﹤0.01%
28,358
-1,256
2431
$217K ﹤0.01%
4,966
+89
2432
$217K ﹤0.01%
16,712
+772
2433
$217K ﹤0.01%
10,642
+2,570
2434
$217K ﹤0.01%
7,856
-2,580
2435
$216K ﹤0.01%
7,675
-46,755
2436
$215K ﹤0.01%
+4,411
2437
$215K ﹤0.01%
3,183
2438
$215K ﹤0.01%
7,870
-543
2439
$215K ﹤0.01%
7,259
-1,094
2440
$215K ﹤0.01%
9,011
-3,396
2441
$215K ﹤0.01%
17,274
-359
2442
$215K ﹤0.01%
62,312
-1,393
2443
$215K ﹤0.01%
8,460
-489
2444
$214K ﹤0.01%
+16,616
2445
$214K ﹤0.01%
7,913
+120
2446
$214K ﹤0.01%
20,100
+43
2447
$213K ﹤0.01%
+39,308
2448
$213K ﹤0.01%
+3,926
2449
$213K ﹤0.01%
5,076
+831
2450
$213K ﹤0.01%
3,153
-595
96 97
98
99 100