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
976
$54.1K ﹤0.01%
1,079
+347
977
$53.4K ﹤0.01%
1,742
+392
978
$53.3K ﹤0.01%
1,310
+14
979
$53.3K ﹤0.01%
1,683
-2,107
980
$53.2K ﹤0.01%
397
-7
981
$53K ﹤0.01%
817
-274
982
$52.7K ﹤0.01%
2,149
983
$52.6K ﹤0.01%
+4,000
984
$52.3K ﹤0.01%
268
+219
985
$52.3K ﹤0.01%
772
+291
986
$51.9K ﹤0.01%
1,185
-14
987
$51.8K ﹤0.01%
1,638
+288
988
$51.6K ﹤0.01%
1,726
-1,630
989
$51.4K ﹤0.01%
357
-1
990
$51.1K ﹤0.01%
776
+56
991
$51.1K ﹤0.01%
+3,111
992
$50.9K ﹤0.01%
165
+14
993
$50.5K ﹤0.01%
+1,014
994
$50.5K ﹤0.01%
570
+171
995
$50.2K ﹤0.01%
1,635
-26
996
$50.1K ﹤0.01%
4,011
-317
997
$50K ﹤0.01%
951
998
$49.7K ﹤0.01%
1,674
+839
999
$49.7K ﹤0.01%
627
+4
1000
$49.6K ﹤0.01%
665
+33
38 39
40
41 42