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
1626
$4.92K ﹤0.01%
1,000
+300
1627
$4.91K ﹤0.01%
100
1628
$4.89K ﹤0.01%
+220
1629
$4.89K ﹤0.01%
96
1630
$4.86K ﹤0.01%
+202
1631
$4.86K ﹤0.01%
91
+54
1632
$4.78K ﹤0.01%
+339
1633
$4.78K ﹤0.01%
187
+84
1634
$4.78K ﹤0.01%
76
1635
$4.77K ﹤0.01%
110
-4,501
1636
$4.77K ﹤0.01%
15
1637
$4.76K ﹤0.01%
+161
1638
$4.75K ﹤0.01%
200
+194
1639
$4.74K ﹤0.01%
+175
1640
$4.73K ﹤0.01%
+36
1641
$4.71K ﹤0.01%
+150
1642
$4.71K ﹤0.01%
154
-230
1643
$4.69K ﹤0.01%
+216
1644
$4.68K ﹤0.01%
1,638
-416
1645
$4.66K ﹤0.01%
29
+13
1646
$4.63K ﹤0.01%
135
1647
$4.58K ﹤0.01%
384
+113
1648
$4.58K ﹤0.01%
+77
1649
$4.57K ﹤0.01%
50
-190
1650
$4.56K ﹤0.01%
+100
64 65
66
67 68