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
1076
$37.7K ﹤0.01%
416
-324
1077
$37.6K ﹤0.01%
503
+404
1078
$37.5K ﹤0.01%
+600
1079
$37.5K ﹤0.01%
877
-624
1080
$37.4K ﹤0.01%
281
+187
1081
$37.4K ﹤0.01%
+813
1082
$37.4K ﹤0.01%
+918
1083
$37.3K ﹤0.01%
217
-7
1084
$37K ﹤0.01%
219
+167
1085
$37K ﹤0.01%
804
-46
1086
$36.7K ﹤0.01%
1,203
+1,177
1087
$36.6K ﹤0.01%
1,590
1088
$36.5K ﹤0.01%
878
-41
1089
$36.4K ﹤0.01%
155
+12
1090
$36.2K ﹤0.01%
2,637
+2,580
1091
$36.2K ﹤0.01%
1,572
+1,237
1092
$36K ﹤0.01%
807
+760
1093
$35.8K ﹤0.01%
+1,000
1094
$35.6K ﹤0.01%
1,475
+213
1095
$35.6K ﹤0.01%
425
+39
1096
$35.2K ﹤0.01%
1,680
+1,252
1097
$35.1K ﹤0.01%
903
+873
1098
$35K ﹤0.01%
+404
1099
$35K ﹤0.01%
+1,005
1100
$34.9K ﹤0.01%
1,284
-438
42 43
44
45 46