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
1551
$6.46K ﹤0.01%
+32
1552
$6.46K ﹤0.01%
108
+3
1553
$6.44K ﹤0.01%
52
1554
$6.42K ﹤0.01%
167
1555
$6.41K ﹤0.01%
+100
1556
$6.4K ﹤0.01%
186
1557
$6.39K ﹤0.01%
+82
1558
$6.36K ﹤0.01%
+158
1559
$6.34K ﹤0.01%
129
1560
$6.34K ﹤0.01%
162
1561
$6.3K ﹤0.01%
308
+307
1562
$6.28K ﹤0.01%
+117
1563
$6.28K ﹤0.01%
80
-10
1564
$6.26K ﹤0.01%
+282
1565
$6.25K ﹤0.01%
170
-61
1566
$6.24K ﹤0.01%
369
+138
1567
$6.23K ﹤0.01%
17
+15
1568
$6.22K ﹤0.01%
15
+5
1569
$6.18K ﹤0.01%
96
+28
1570
$6.14K ﹤0.01%
57
+44
1571
$6.13K ﹤0.01%
+1,000
1572
$6.08K ﹤0.01%
164
+137
1573
$6.05K ﹤0.01%
189
1574
$6.02K ﹤0.01%
170
1575
$5.99K ﹤0.01%
+47
61 62
63
64 65