MG

Mather Group Portfolio holdings

AUM $9.71B
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.27B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$51.6M
3
+$41.4M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$39.4M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$19.4M

Top Sells

1
+$189M
2
+$41.8M
3
+$14.8M
4
MBB icon
iShares MBS ETF
MBB
+$11.2M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$5.2M

Sector Composition

1 Industrials 7.92%
2 Technology 1.87%
3 Financials 1.32%
4 Consumer Staples 1.11%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
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