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
1426
$11.1K ﹤0.01%
+1,000
1427
$11K ﹤0.01%
+8,230
1428
$11K ﹤0.01%
119
+99
1429
$11K ﹤0.01%
382
1430
$11K ﹤0.01%
1,686
1431
$11K ﹤0.01%
+200
1432
$10.9K ﹤0.01%
+141
1433
$10.9K ﹤0.01%
+1,183
1434
$10.9K ﹤0.01%
+139
1435
$10.9K ﹤0.01%
361
+8
1436
$10.8K ﹤0.01%
+600
1437
$10.7K ﹤0.01%
221
1438
$10.7K ﹤0.01%
310
+10
1439
$10.7K ﹤0.01%
161
+19
1440
$10.6K ﹤0.01%
172
1441
$10.5K ﹤0.01%
99
-22
1442
$10.5K ﹤0.01%
+364
1443
$10.5K ﹤0.01%
+400
1444
$10.5K ﹤0.01%
567
+18
1445
$10.4K ﹤0.01%
532
+456
1446
$10.4K ﹤0.01%
107
-8
1447
$10.3K ﹤0.01%
252
+47
1448
$10.2K ﹤0.01%
155
-400
1449
$10.2K ﹤0.01%
49
1450
$10.1K ﹤0.01%
+150
56 57
58
59 60