MG

Mather Group Portfolio holdings

AUM $9.71B
1-Year Est. Return 14.5%
This Fund
S&P 500
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 +$619M
2 +$68.6M
3 +$46.6M
4
AAPL icon
Apple
AAPL
+$38.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$34.7M

Top Sells

1 +$15.1M
2 +$14.5M
3 +$14.1M
4
SWK icon
Stanley Black & Decker
SWK
+$11.7M
5
PPG icon
PPG Industries
PPG
+$11.7M

Sector Composition

1 Industrials 8.61%
2 Technology 2.99%
3 Financials 1.6%
4 Consumer Staples 1.55%
5 Energy 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$14K ﹤0.01%
325
+127
1352
$13.9K ﹤0.01%
778
1353
$13.9K ﹤0.01%
113
1354
$13.8K ﹤0.01%
966
+601
1355
$13.7K ﹤0.01%
471
+146
1356
$13.7K ﹤0.01%
+430
1357
$13.6K ﹤0.01%
+220
1358
$13.6K ﹤0.01%
518
+74
1359
$13.6K ﹤0.01%
+129
1360
$13.6K ﹤0.01%
439
1361
$13.5K ﹤0.01%
+814
1362
$13.5K ﹤0.01%
678
+630
1363
$13.5K ﹤0.01%
234
+224
1364
$13.5K ﹤0.01%
103
1365
$13.5K ﹤0.01%
845
+755
1366
$13.5K ﹤0.01%
+600
1367
$13.4K ﹤0.01%
206
+132
1368
$13.4K ﹤0.01%
360
-100
1369
$13.3K ﹤0.01%
+561
1370
$13.3K ﹤0.01%
+370
1371
$13.2K ﹤0.01%
+2,200
1372
$13.1K ﹤0.01%
+617
1373
$13.1K ﹤0.01%
1,540
+587
1374
$13.1K ﹤0.01%
97
+14
1375
$13K ﹤0.01%
1,094