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
1751
$3.15K ﹤0.01%
50
1752
$3.14K ﹤0.01%
+67
1753
$3.12K ﹤0.01%
20
-115
1754
$3.11K ﹤0.01%
79
1755
$3.11K ﹤0.01%
46
+23
1756
$3.1K ﹤0.01%
136
1757
$3.1K ﹤0.01%
+26
1758
$3.08K ﹤0.01%
7
+1
1759
$3.08K ﹤0.01%
+1,179
1760
$3.07K ﹤0.01%
+312
1761
$3.07K ﹤0.01%
68
-2
1762
$3.06K ﹤0.01%
45
+41
1763
$3.05K ﹤0.01%
+65
1764
$3.04K ﹤0.01%
35
1765
$3.02K ﹤0.01%
+215
1766
$3.02K ﹤0.01%
+45
1767
$3.02K ﹤0.01%
31
+21
1768
$3K ﹤0.01%
+187
1769
$3K ﹤0.01%
43
-334
1770
$2.99K ﹤0.01%
+50
1771
$2.99K ﹤0.01%
+270
1772
$2.98K ﹤0.01%
57
-11
1773
$2.97K ﹤0.01%
+400
1774
$2.96K ﹤0.01%
35
1775
$2.95K ﹤0.01%
27
+2
69 70
71
72 73