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
$7.79B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,279
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.52%
2 Financials 1.49%
3 Consumer Staples 1.43%
4 Industrials 0.98%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
-457
1727
-96
1728
0
1729
-425
1730
-15
1731
-75
1732
0
1733
-185
1734
-75
1735
-55
1736
-155
1737
-3,450
1738
-34
1739
-100
1740
-1,680
1741
-6,000
1742
-65
1743
-1,000
1744
-2,159
1745
-50
1746
-1,674
1747
-135
1748
-2
1749
-4,011
1750
-7