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
1251
$20.6K ﹤0.01%
359
-57
1252
$20.6K ﹤0.01%
3,265
-181
1253
$20.5K ﹤0.01%
509
1254
$20.4K ﹤0.01%
515
1255
$20.4K ﹤0.01%
1,494
-135
1256
$20.4K ﹤0.01%
312
+206
1257
$20.2K ﹤0.01%
461
+400
1258
$20.1K ﹤0.01%
+1,309
1259
$20.1K ﹤0.01%
46
-3
1260
$20K ﹤0.01%
554
-50
1261
$19.9K ﹤0.01%
327
+24
1262
$19.9K ﹤0.01%
1,878
+475
1263
$19.8K ﹤0.01%
+1,209
1264
$19.8K ﹤0.01%
+415
1265
$19.5K ﹤0.01%
+506
1266
$19.4K ﹤0.01%
+73
1267
$19.4K ﹤0.01%
+2,340
1268
$19.4K ﹤0.01%
48
-21
1269
$19.3K ﹤0.01%
271
1270
$19.2K ﹤0.01%
+4,095
1271
$19.2K ﹤0.01%
473
-7
1272
$19.2K ﹤0.01%
3,575
+1,005
1273
$18.8K ﹤0.01%
+1,685
1274
$18.8K ﹤0.01%
110
+10
1275
$18.7K ﹤0.01%
+892
49 50
51
52 53