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
1501
$7.96K ﹤0.01%
500
+428
1502
$7.94K ﹤0.01%
555
+55
1503
$7.93K ﹤0.01%
968
-393
1504
$7.91K ﹤0.01%
+263
1505
$7.89K ﹤0.01%
+700
1506
$7.86K ﹤0.01%
+250
1507
$7.84K ﹤0.01%
44
+31
1508
$7.84K ﹤0.01%
+202
1509
$7.83K ﹤0.01%
+156
1510
$7.83K ﹤0.01%
75
+51
1511
$7.83K ﹤0.01%
193
-11
1512
$7.74K ﹤0.01%
+154
1513
$7.72K ﹤0.01%
178
-30
1514
$7.71K ﹤0.01%
+60
1515
$7.67K ﹤0.01%
4,384
+4,367
1516
$7.67K ﹤0.01%
+192
1517
$7.65K ﹤0.01%
31
-32
1518
$7.64K ﹤0.01%
202
1519
$7.53K ﹤0.01%
50
1520
$7.53K ﹤0.01%
+1,500
1521
$7.52K ﹤0.01%
217
+145
1522
$7.51K ﹤0.01%
118
1523
$7.5K ﹤0.01%
209
+76
1524
$7.41K ﹤0.01%
+465
1525
$7.41K ﹤0.01%
43
-83
59 60
61
62 63