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
1226
$23.7K ﹤0.01%
824
+57
1227
$23.7K ﹤0.01%
+2,159
1228
$23.6K ﹤0.01%
631
+350
1229
$23.6K ﹤0.01%
2,068
+1,911
1230
$23.5K ﹤0.01%
104
-131
1231
$23.3K ﹤0.01%
224
1232
$23.3K ﹤0.01%
543
+305
1233
$23.2K ﹤0.01%
906
-3
1234
$23K ﹤0.01%
+2,000
1235
$23K ﹤0.01%
+3,450
1236
$22.8K ﹤0.01%
+956
1237
$22.8K ﹤0.01%
354
-19
1238
$22.6K ﹤0.01%
199
1239
$22.5K ﹤0.01%
350
-4
1240
$22.5K ﹤0.01%
1,365
+582
1241
$22.2K ﹤0.01%
201
+60
1242
$22.2K ﹤0.01%
730
+565
1243
$22.1K ﹤0.01%
+202
1244
$22.1K ﹤0.01%
234
+213
1245
$22K ﹤0.01%
+1,000
1246
$21.7K ﹤0.01%
274
+14
1247
$21.6K ﹤0.01%
+3,580
1248
$21K ﹤0.01%
315
+6
1249
$20.8K ﹤0.01%
1,125
1250
$20.6K ﹤0.01%
+1,715
48 49
50
51 52