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
1476
$9.18K ﹤0.01%
631
1477
$9.16K ﹤0.01%
320
+47
1478
$9.14K ﹤0.01%
+583
1479
$9.11K ﹤0.01%
+360
1480
$9.06K ﹤0.01%
+200
1481
$9.05K ﹤0.01%
+200
1482
$8.99K ﹤0.01%
80
1483
$8.99K ﹤0.01%
208
1484
$8.92K ﹤0.01%
91
+53
1485
$8.86K ﹤0.01%
233
1486
$8.85K ﹤0.01%
447
+23
1487
$8.8K ﹤0.01%
150
-100
1488
$8.71K ﹤0.01%
236
+47
1489
$8.67K ﹤0.01%
181
+176
1490
$8.67K ﹤0.01%
75
1491
$8.66K ﹤0.01%
115
1492
$8.53K ﹤0.01%
250
1493
$8.41K ﹤0.01%
65
1494
$8.39K ﹤0.01%
+49
1495
$8.38K ﹤0.01%
+63
1496
$8.3K ﹤0.01%
+175
1497
$8.24K ﹤0.01%
75
1498
$8.22K ﹤0.01%
56
+50
1499
$8.05K ﹤0.01%
355
+338
1500
$7.99K ﹤0.01%
209
+139
58 59
60
61 62