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
1301
$16.5K ﹤0.01%
859
+394
1302
$16.5K ﹤0.01%
512
+90
1303
$16.5K ﹤0.01%
+1,062
1304
$16.4K ﹤0.01%
72
1305
$16.3K ﹤0.01%
481
+204
1306
$16.3K ﹤0.01%
372
+162
1307
$16.3K ﹤0.01%
421
-106
1308
$16.3K ﹤0.01%
170
1309
$16.2K ﹤0.01%
+842
1310
$16.2K ﹤0.01%
241
+65
1311
$16.2K ﹤0.01%
513
+455
1312
$16.1K ﹤0.01%
838
-22
1313
$16.1K ﹤0.01%
134
+41
1314
$16.1K ﹤0.01%
210
+10
1315
$16.1K ﹤0.01%
458
-14
1316
$16.1K ﹤0.01%
232
+73
1317
$15.8K ﹤0.01%
344
1318
$15.8K ﹤0.01%
+1,153
1319
$15.8K ﹤0.01%
1,374
+807
1320
$15.7K ﹤0.01%
1,375
1321
$15.5K ﹤0.01%
422
+266
1322
$15.5K ﹤0.01%
966
+928
1323
$15.3K ﹤0.01%
+1,198
1324
$15.2K ﹤0.01%
536
1325
$15.2K ﹤0.01%
336
-124
51 52
53
54 55