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
$8.12B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,295
New
Increased
Reduced
Closed

Top Buys

1
+$614M
2
+$68.5M
3
+$47.7M
4
AAPL icon
Apple
AAPL
+$35.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$33.6M

Top Sells

1
+$70.8M
2
+$31.8M
3
+$15.4M
4
AOS icon
A.O. Smith
AOS
+$15.4M
5
GD icon
General Dynamics
GD
+$14.6M

Sector Composition

1 Industrials 8.61%
2 Technology 2.99%
3 Financials 1.59%
4 Consumer Staples 1.55%
5 Energy 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$87.9K ﹤0.01%
678
-54
852
$87.4K ﹤0.01%
5,095
-170
853
$86.4K ﹤0.01%
843
+93
854
$85.1K ﹤0.01%
645
+56
855
$84.7K ﹤0.01%
642
+610
856
$84.6K ﹤0.01%
997
857
$84.2K ﹤0.01%
1,162
858
$83.3K ﹤0.01%
2,357
-213
859
$83K ﹤0.01%
875
+827
860
$82.4K ﹤0.01%
2,534
861
$81.4K ﹤0.01%
2,611
862
$81.3K ﹤0.01%
723
+645
863
$81.3K ﹤0.01%
930
+755
864
$81.2K ﹤0.01%
432
+90
865
$81K ﹤0.01%
10
+1
866
$80.8K ﹤0.01%
1,439
+973
867
$80.5K ﹤0.01%
2,794
868
$80.4K ﹤0.01%
469
+157
869
$80.4K ﹤0.01%
291
-1
870
$80.3K ﹤0.01%
1,167
+357
871
$80K ﹤0.01%
427
+2
872
$79.9K ﹤0.01%
700
+317
873
$79.5K ﹤0.01%
1,317
+19
874
$79.3K ﹤0.01%
1,000
+600
875
$77.9K ﹤0.01%
+1,753
33 34
35
36 37