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
1176
$27.9K ﹤0.01%
1,448
1177
$27.8K ﹤0.01%
536
+500
1178
$27.7K ﹤0.01%
+3,545
1179
$27.5K ﹤0.01%
4,095
+95
1180
$27.5K ﹤0.01%
5,095
+95
1181
$27.5K ﹤0.01%
894
+597
1182
$27.4K ﹤0.01%
199
+140
1183
$27.3K ﹤0.01%
319
-107
1184
$27.3K ﹤0.01%
400
+150
1185
$27.2K ﹤0.01%
594
+8
1186
$27K ﹤0.01%
625
-21
1187
$27K ﹤0.01%
800
1188
$26.9K ﹤0.01%
145
+28
1189
$26.9K ﹤0.01%
+1,038
1190
$26.7K ﹤0.01%
1,030
1191
$26.7K ﹤0.01%
307
+214
1192
$26.6K ﹤0.01%
144
+128
1193
$26.6K ﹤0.01%
359
-979
1194
$26.6K ﹤0.01%
+100
1195
$26.6K ﹤0.01%
264
+208
1196
$26.5K ﹤0.01%
12,060
+12,036
1197
$26.4K ﹤0.01%
749
1198
$26.4K ﹤0.01%
100
+99
1199
$26.3K ﹤0.01%
+615
1200
$26.2K ﹤0.01%
16
-3
46 47
48
49 50