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
1726
$3.46K ﹤0.01%
122
1727
$3.45K ﹤0.01%
210
1728
$3.44K ﹤0.01%
20
1729
$3.43K ﹤0.01%
+442
1730
$3.42K ﹤0.01%
+175
1731
$3.41K ﹤0.01%
+181
1732
$3.41K ﹤0.01%
39
1733
$3.4K ﹤0.01%
18
1734
$3.37K ﹤0.01%
125
1735
$3.35K ﹤0.01%
20
1736
$3.32K ﹤0.01%
745
-4
1737
$3.32K ﹤0.01%
+460
1738
$3.31K ﹤0.01%
55
1739
$3.3K ﹤0.01%
187
+14
1740
$3.28K ﹤0.01%
10
-18
1741
$3.24K ﹤0.01%
+250
1742
$3.23K ﹤0.01%
85
-19
1743
$3.22K ﹤0.01%
50
-20
1744
$3.21K ﹤0.01%
41
1745
$3.21K ﹤0.01%
+204
1746
$3.19K ﹤0.01%
20
1747
$3.17K ﹤0.01%
48
1748
$3.17K ﹤0.01%
51
1749
$3.17K ﹤0.01%
61
1750
$3.16K ﹤0.01%
74
+8
68 69
70
71 72