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
1051
$40.7K ﹤0.01%
2,232
-201
1052
$40.7K ﹤0.01%
3,222
+3,185
1053
$40.6K ﹤0.01%
1,231
-19
1054
$40.5K ﹤0.01%
453
+15
1055
$40.2K ﹤0.01%
1,808
-6
1056
$40.2K ﹤0.01%
606
+404
1057
$40.1K ﹤0.01%
+2,655
1058
$39.9K ﹤0.01%
122
+42
1059
$39.6K ﹤0.01%
1,252
-820
1060
$39.5K ﹤0.01%
+945
1061
$39.5K ﹤0.01%
911
+240
1062
$39.4K ﹤0.01%
192
-1
1063
$39.4K ﹤0.01%
+2,200
1064
$39.4K ﹤0.01%
1,903
+83
1065
$39.3K ﹤0.01%
+215
1066
$39.2K ﹤0.01%
215
+15
1067
$39.2K ﹤0.01%
546
-194
1068
$39.1K ﹤0.01%
736
+125
1069
$38.8K ﹤0.01%
+1,001
1070
$38.8K ﹤0.01%
+668
1071
$38.6K ﹤0.01%
98
-1
1072
$38.6K ﹤0.01%
+1,660
1073
$38.3K ﹤0.01%
+1,045
1074
$38K ﹤0.01%
477
+58
1075
$37.9K ﹤0.01%
445
+429
41 42
43
44 45