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
1101
$34.7K ﹤0.01%
1,637
+581
1102
$34.7K ﹤0.01%
1,175
+933
1103
$34.4K ﹤0.01%
577
+564
1104
$34.3K ﹤0.01%
968
+171
1105
$34.2K ﹤0.01%
+488
1106
$34.2K ﹤0.01%
870
+3
1107
$34K ﹤0.01%
+1,665
1108
$33.9K ﹤0.01%
260
1109
$33.8K ﹤0.01%
219
-1
1110
$33.4K ﹤0.01%
+793
1111
$33.2K ﹤0.01%
+279
1112
$33.2K ﹤0.01%
1,523
+419
1113
$32.9K ﹤0.01%
1,008
+272
1114
$32.8K ﹤0.01%
+816
1115
$32.7K ﹤0.01%
492
1116
$32.6K ﹤0.01%
2,100
1117
$32.6K ﹤0.01%
+800
1118
$32.5K ﹤0.01%
5,489
1119
$32.4K ﹤0.01%
+715
1120
$32.4K ﹤0.01%
1,347
1121
$32.4K ﹤0.01%
680
1122
$32.3K ﹤0.01%
874
+452
1123
$32.2K ﹤0.01%
604
+337
1124
$32.2K ﹤0.01%
407
1125
$32.1K ﹤0.01%
+500
43 44
45
46 47