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
1676
$4.19K ﹤0.01%
175
1677
$4.19K ﹤0.01%
52
1678
$4.15K ﹤0.01%
+84
1679
$4.15K ﹤0.01%
+100
1680
$4.12K ﹤0.01%
30
-5
1681
$4.1K ﹤0.01%
+157
1682
$4.05K ﹤0.01%
+30
1683
$4.05K ﹤0.01%
72
1684
$4.04K ﹤0.01%
+118
1685
$4K ﹤0.01%
74
1686
$3.98K ﹤0.01%
115
1687
$3.97K ﹤0.01%
1,153
+313
1688
$3.96K ﹤0.01%
165
1689
$3.95K ﹤0.01%
69
-184
1690
$3.95K ﹤0.01%
35
1691
$3.94K ﹤0.01%
+69
1692
$3.93K ﹤0.01%
+106
1693
$3.93K ﹤0.01%
+46
1694
$3.92K ﹤0.01%
431
+6
1695
$3.91K ﹤0.01%
41
1696
$3.88K ﹤0.01%
242
1697
$3.88K ﹤0.01%
+266
1698
$3.85K ﹤0.01%
182
+40
1699
$3.84K ﹤0.01%
254
+14
1700
$3.82K ﹤0.01%
+33
66 67
68
69 70