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
1576
$5.97K ﹤0.01%
64
1577
$5.95K ﹤0.01%
+200
1578
$5.94K ﹤0.01%
+29
1579
$5.91K ﹤0.01%
+74
1580
$5.9K ﹤0.01%
250
1581
$5.89K ﹤0.01%
485
1582
$5.89K ﹤0.01%
+23
1583
$5.8K ﹤0.01%
52
-96
1584
$5.77K ﹤0.01%
+50
1585
$5.71K ﹤0.01%
230
1586
$5.68K ﹤0.01%
193
+163
1587
$5.68K ﹤0.01%
+27
1588
$5.62K ﹤0.01%
108
-26
1589
$5.57K ﹤0.01%
749
+742
1590
$5.55K ﹤0.01%
222
-35
1591
$5.51K ﹤0.01%
+106
1592
$5.51K ﹤0.01%
539
-120
1593
$5.51K ﹤0.01%
+28
1594
$5.51K ﹤0.01%
+277
1595
$5.46K ﹤0.01%
285
-8
1596
$5.46K ﹤0.01%
172
1597
$5.44K ﹤0.01%
+2,000
1598
$5.43K ﹤0.01%
21
1599
$5.41K ﹤0.01%
245
-270
1600
$5.39K ﹤0.01%
+32
62 63
64
65 66