MG

Mather Group Portfolio holdings

AUM $9.71B
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
1326
$15.2K ﹤0.01%
266
-5
1327
$15.2K ﹤0.01%
+184
1328
$15.2K ﹤0.01%
74
1329
$15.1K ﹤0.01%
166
-119
1330
$14.9K ﹤0.01%
176
+87
1331
$14.9K ﹤0.01%
830
1332
$14.9K ﹤0.01%
85
-40
1333
$14.8K ﹤0.01%
550
-302
1334
$14.8K ﹤0.01%
338
1335
$14.8K ﹤0.01%
759
+246
1336
$14.7K ﹤0.01%
213
-852
1337
$14.7K ﹤0.01%
243
+23
1338
$14.7K ﹤0.01%
+5,000
1339
$14.6K ﹤0.01%
179
-42
1340
$14.6K ﹤0.01%
+425
1341
$14.6K ﹤0.01%
514
1342
$14.5K ﹤0.01%
170
1343
$14.4K ﹤0.01%
216
-10
1344
$14.4K ﹤0.01%
117
+95
1345
$14.4K ﹤0.01%
1,660
-34
1346
$14.3K ﹤0.01%
500
+463
1347
$14.2K ﹤0.01%
245
1348
$14K ﹤0.01%
+1,000
1349
$14K ﹤0.01%
392
1350
$14K ﹤0.01%
176
52 53
54
55 56