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
1126
$32.1K ﹤0.01%
248
+35
1127
$32.1K ﹤0.01%
1,315
1128
$32K ﹤0.01%
1,221
+866
1129
$32K ﹤0.01%
+356
1130
$31.9K ﹤0.01%
232
+34
1131
$31.9K ﹤0.01%
+500
1132
$31.8K ﹤0.01%
+1,000
1133
$31.8K ﹤0.01%
+375
1134
$31.8K ﹤0.01%
+1,214
1135
$31.6K ﹤0.01%
670
-845
1136
$31.5K ﹤0.01%
900
1137
$31.4K ﹤0.01%
239
+4
1138
$31.4K ﹤0.01%
268
+17
1139
$31.4K ﹤0.01%
303
+283
1140
$31.3K ﹤0.01%
243
+3
1141
$31.3K ﹤0.01%
+250
1142
$31.2K ﹤0.01%
607
1143
$30.8K ﹤0.01%
1,550
1144
$30.8K ﹤0.01%
179
+1
1145
$30.7K ﹤0.01%
885
-352
1146
$30.6K ﹤0.01%
137
+5
1147
$30.5K ﹤0.01%
+354
1148
$30.1K ﹤0.01%
+1,217
1149
$29.9K ﹤0.01%
456
+231
1150
$29.8K ﹤0.01%
+913
44 45
46
47 48