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
1276
$18.7K ﹤0.01%
83
+7
1277
$18.6K ﹤0.01%
438
-411
1278
$18.5K ﹤0.01%
202
-436
1279
$18.5K ﹤0.01%
1,236
+107
1280
$18.4K ﹤0.01%
+1,066
1281
$18.3K ﹤0.01%
457
+68
1282
$18.3K ﹤0.01%
566
+58
1283
$18.1K ﹤0.01%
550
1284
$18.1K ﹤0.01%
50
+34
1285
$18K ﹤0.01%
180
+95
1286
$18K ﹤0.01%
217
+202
1287
$18K ﹤0.01%
+584
1288
$17.9K ﹤0.01%
+2,000
1289
$17.9K ﹤0.01%
421
-8
1290
$17.8K ﹤0.01%
+750
1291
$17.7K ﹤0.01%
130
-20
1292
$17.6K ﹤0.01%
+1,165
1293
$17.3K ﹤0.01%
478
1294
$17.1K ﹤0.01%
+208
1295
$16.8K ﹤0.01%
1,097
+167
1296
$16.8K ﹤0.01%
+549
1297
$16.8K ﹤0.01%
+178
1298
$16.8K ﹤0.01%
436
+31
1299
$16.7K ﹤0.01%
+368
1300
$16.6K ﹤0.01%
52
+32
50 51
52
53 54