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
1201
$26.1K ﹤0.01%
208
+112
1202
$26K ﹤0.01%
569
+518
1203
$25.7K ﹤0.01%
243
1204
$25.5K ﹤0.01%
+337
1205
$25.4K ﹤0.01%
3,821
+2,821
1206
$25.4K ﹤0.01%
348
1207
$25.3K ﹤0.01%
1,712
1208
$25.1K ﹤0.01%
847
+546
1209
$25.1K ﹤0.01%
+284
1210
$25K ﹤0.01%
+1,158
1211
$25K ﹤0.01%
112
1212
$24.9K ﹤0.01%
3,040
1213
$24.9K ﹤0.01%
388
+98
1214
$24.9K ﹤0.01%
+400
1215
$24.7K ﹤0.01%
108
+103
1216
$24.5K ﹤0.01%
406
-39
1217
$24.5K ﹤0.01%
285
+50
1218
$24.5K ﹤0.01%
468
1219
$24.5K ﹤0.01%
541
-15
1220
$24.4K ﹤0.01%
+500
1221
$24.3K ﹤0.01%
232
+181
1222
$24.1K ﹤0.01%
447
+144
1223
$24K ﹤0.01%
+1,635
1224
$24K ﹤0.01%
1,200
+1,078
1225
$24K ﹤0.01%
206
+7
47 48
49
50 51