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
1401
$12K ﹤0.01%
+662
1402
$12K ﹤0.01%
114
+11
1403
$11.9K ﹤0.01%
+119
1404
$11.9K ﹤0.01%
130
-41
1405
$11.9K ﹤0.01%
+590
1406
$11.9K ﹤0.01%
+305
1407
$11.8K ﹤0.01%
206
+136
1408
$11.8K ﹤0.01%
+2,000
1409
$11.7K ﹤0.01%
95
-15
1410
$11.6K ﹤0.01%
+125
1411
$11.6K ﹤0.01%
623
+433
1412
$11.6K ﹤0.01%
241
+24
1413
$11.6K ﹤0.01%
+273
1414
$11.6K ﹤0.01%
402
1415
$11.5K ﹤0.01%
+272
1416
$11.4K ﹤0.01%
+807
1417
$11.4K ﹤0.01%
+3,500
1418
$11.4K ﹤0.01%
523
+154
1419
$11.4K ﹤0.01%
363
1420
$11.4K ﹤0.01%
200
+164
1421
$11.2K ﹤0.01%
1,897
+1,106
1422
$11.2K ﹤0.01%
+3,000
1423
$11.2K ﹤0.01%
205
1424
$11.1K ﹤0.01%
+154
1425
$11.1K ﹤0.01%
19