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
1526
$7.39K ﹤0.01%
174
1527
$7.38K ﹤0.01%
269
+249
1528
$7.37K ﹤0.01%
+70
1529
$7.35K ﹤0.01%
+287
1530
$7.34K ﹤0.01%
130
+99
1531
$7.28K ﹤0.01%
292
+130
1532
$7.25K ﹤0.01%
36
+20
1533
$7.23K ﹤0.01%
208
+65
1534
$7.14K ﹤0.01%
+75
1535
$7.13K ﹤0.01%
+187
1536
$7.08K ﹤0.01%
92
1537
$7.01K ﹤0.01%
416
1538
$7K ﹤0.01%
350
+282
1539
$6.88K ﹤0.01%
82
1540
$6.84K ﹤0.01%
133
1541
$6.7K ﹤0.01%
180
1542
$6.69K ﹤0.01%
244
1543
$6.68K ﹤0.01%
+969
1544
$6.65K ﹤0.01%
+358
1545
$6.65K ﹤0.01%
228
+150
1546
$6.64K ﹤0.01%
+200
1547
$6.64K ﹤0.01%
41
1548
$6.55K ﹤0.01%
+137
1549
$6.53K ﹤0.01%
131
1550
$6.49K ﹤0.01%
170
60 61
62
63 64