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
1151
$29.3K ﹤0.01%
70
+41
1152
$29.1K ﹤0.01%
+429
1153
$29.1K ﹤0.01%
1,434
+1,407
1154
$29.1K ﹤0.01%
366
+42
1155
$29K ﹤0.01%
+399
1156
$29K ﹤0.01%
513
+169
1157
$28.9K ﹤0.01%
1,882
+111
1158
$28.9K ﹤0.01%
1,167
+1,011
1159
$28.8K ﹤0.01%
135
+130
1160
$28.7K ﹤0.01%
+2,000
1161
$28.7K ﹤0.01%
351
+200
1162
$28.6K ﹤0.01%
+2,007
1163
$28.6K ﹤0.01%
+407
1164
$28.6K ﹤0.01%
729
1165
$28.5K ﹤0.01%
391
+8
1166
$28.5K ﹤0.01%
679
-114
1167
$28.4K ﹤0.01%
404
-94
1168
$28.4K ﹤0.01%
2,317
1169
$28.4K ﹤0.01%
+14,000
1170
$28.3K ﹤0.01%
+457
1171
$28.3K ﹤0.01%
+596
1172
$28.3K ﹤0.01%
+1,098
1173
$28.3K ﹤0.01%
242
+26
1174
$28.2K ﹤0.01%
575
1175
$28.1K ﹤0.01%
1,500
+1,083
45 46
47
48 49