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
1601
$5.35K ﹤0.01%
+41
1602
$5.33K ﹤0.01%
210
1603
$5.3K ﹤0.01%
+30
1604
$5.29K ﹤0.01%
+161
1605
$5.27K ﹤0.01%
+183
1606
$5.21K ﹤0.01%
50
1607
$5.19K ﹤0.01%
75
1608
$5.17K ﹤0.01%
90
-1
1609
$5.16K ﹤0.01%
+169
1610
$5.16K ﹤0.01%
96
+64
1611
$5.13K ﹤0.01%
+58
1612
$5.12K ﹤0.01%
+121
1613
$5.11K ﹤0.01%
+157
1614
$5.11K ﹤0.01%
208
-9
1615
$5.11K ﹤0.01%
+98
1616
$5.07K ﹤0.01%
250
1617
$5.07K ﹤0.01%
+348
1618
$5.05K ﹤0.01%
94
1619
$5.05K ﹤0.01%
100
-235
1620
$5.03K ﹤0.01%
225
1621
$5.01K ﹤0.01%
+98
1622
$5K ﹤0.01%
287
+209
1623
$4.99K ﹤0.01%
135
1624
$4.98K ﹤0.01%
61
-52
1625
$4.97K ﹤0.01%
16
63 64
65
66 67