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
1701
$3.81K ﹤0.01%
+24
1702
$3.81K ﹤0.01%
+244
1703
$3.81K ﹤0.01%
606
+520
1704
$3.79K ﹤0.01%
+90
1705
$3.79K ﹤0.01%
+10
1706
$3.77K ﹤0.01%
+613
1707
$3.72K ﹤0.01%
+63
1708
$3.71K ﹤0.01%
57
-190
1709
$3.69K ﹤0.01%
35
+32
1710
$3.67K ﹤0.01%
369
+100
1711
$3.67K ﹤0.01%
394
+100
1712
$3.65K ﹤0.01%
+326
1713
$3.65K ﹤0.01%
72
1714
$3.64K ﹤0.01%
131
1715
$3.64K ﹤0.01%
118
+79
1716
$3.6K ﹤0.01%
185
1717
$3.59K ﹤0.01%
+74
1718
$3.58K ﹤0.01%
76
-8
1719
$3.58K ﹤0.01%
+268
1720
$3.56K ﹤0.01%
75
-7
1721
$3.52K ﹤0.01%
+167
1722
$3.5K ﹤0.01%
270
1723
$3.49K ﹤0.01%
152
+33
1724
$3.47K ﹤0.01%
+66
1725
$3.46K ﹤0.01%
+481
67 68
69
70 71