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
1451
$10.1K ﹤0.01%
+525
1452
$10.1K ﹤0.01%
244
+111
1453
$10.1K ﹤0.01%
158
+117
1454
$9.85K ﹤0.01%
+1,547
1455
$9.79K ﹤0.01%
72
-7
1456
$9.79K ﹤0.01%
200
1457
$9.78K ﹤0.01%
+125
1458
$9.73K ﹤0.01%
+197
1459
$9.73K ﹤0.01%
+86
1460
$9.68K ﹤0.01%
83
1461
$9.67K ﹤0.01%
+96
1462
$9.53K ﹤0.01%
+281
1463
$9.52K ﹤0.01%
+100
1464
$9.52K ﹤0.01%
100
1465
$9.5K ﹤0.01%
+172
1466
$9.5K ﹤0.01%
128
+88
1467
$9.43K ﹤0.01%
195
+44
1468
$9.4K ﹤0.01%
+310
1469
$9.4K ﹤0.01%
+52
1470
$9.34K ﹤0.01%
107
+60
1471
$9.3K ﹤0.01%
60
1472
$9.29K ﹤0.01%
+278
1473
$9.23K ﹤0.01%
120
1474
$9.22K ﹤0.01%
218
+141
1475
$9.2K ﹤0.01%
100