MG

Mather Group Portfolio holdings

AUM $9.91B
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$31.5M
2 +$11.4M
3 +$475K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$65.1K

Sector Composition

1 Energy 0.24%
2 Consumer Discretionary 0.15%
3 Communication Services 0.14%
4 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-349,463