MG

Mather Group Portfolio holdings

AUM $10B
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.91B
AUM Growth
+$543M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1 +$31.6M
2 +$16.5M
3 +$14.3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$13.5M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$11.6M

Top Sells

1 +$48.3M
2 +$27.3M
3 +$12.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$11.8M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$9.47M

Sector Composition

1 Industrials 6.82%
2 Technology 2.37%
3 Financials 1.53%
4 Consumer Staples 1.26%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$14.8K ﹤0.01%
+183
1177
$14.7K ﹤0.01%
+173
1178
$14.6K ﹤0.01%
+241
1179
$14.6K ﹤0.01%
+49
1180
$14.6K ﹤0.01%
+122
1181
$14.5K ﹤0.01%
+210
1182
$14.5K ﹤0.01%
+473
1183
$14.5K ﹤0.01%
+367
1184
$14.4K ﹤0.01%
+197
1185
$14.4K ﹤0.01%
+488
1186
$14.4K ﹤0.01%
+187
1187
$14.4K ﹤0.01%
+306
1188
$14.3K ﹤0.01%
+195
1189
$14.3K ﹤0.01%
+578
1190
$14.2K ﹤0.01%
+168
1191
$14.2K ﹤0.01%
+98
1192
$14.2K ﹤0.01%
+150
1193
$14.1K ﹤0.01%
+277
1194
$14K ﹤0.01%
+162
1195
$13.9K ﹤0.01%
+111
1196
$13.8K ﹤0.01%
+40
1197
$13.7K ﹤0.01%
+104
1198
$13.7K ﹤0.01%
+61
1199
$13.7K ﹤0.01%
+403
1200
$13.6K ﹤0.01%
+290