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
1651
$4.56K ﹤0.01%
14
+9
1652
$4.54K ﹤0.01%
+100
1653
$4.51K ﹤0.01%
+102
1654
$4.5K ﹤0.01%
+100
1655
$4.49K ﹤0.01%
74
+50
1656
$4.45K ﹤0.01%
24
-10
1657
$4.44K ﹤0.01%
+165
1658
$4.4K ﹤0.01%
51
+18
1659
$4.39K ﹤0.01%
168
-862
1660
$4.38K ﹤0.01%
230
+50
1661
$4.37K ﹤0.01%
200
1662
$4.36K ﹤0.01%
500
1663
$4.35K ﹤0.01%
230
+47
1664
$4.35K ﹤0.01%
130
+70
1665
$4.33K ﹤0.01%
92
1666
$4.31K ﹤0.01%
173
+25
1667
$4.28K ﹤0.01%
258
1668
$4.26K ﹤0.01%
+40
1669
$4.25K ﹤0.01%
110
+20
1670
$4.25K ﹤0.01%
+50
1671
$4.24K ﹤0.01%
+18
1672
$4.24K ﹤0.01%
+46
1673
$4.22K ﹤0.01%
+147
1674
$4.19K ﹤0.01%
40
1675
$4.19K ﹤0.01%
+100
65 66
67
68 69