MG

Mather Group Portfolio holdings

AUM $9.71B
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
1776
$2.94K ﹤0.01%
+133
1777
$2.93K ﹤0.01%
+100
1778
$2.93K ﹤0.01%
130
1779
$2.9K ﹤0.01%
65
1780
$2.89K ﹤0.01%
150
-10
1781
$2.89K ﹤0.01%
+178
1782
$2.88K ﹤0.01%
130
1783
$2.87K ﹤0.01%
+28
1784
$2.87K ﹤0.01%
20
1785
$2.87K ﹤0.01%
+332
1786
$2.86K ﹤0.01%
1,105
-339
1787
$2.86K ﹤0.01%
1,832
-8,352
1788
$2.86K ﹤0.01%
+200
1789
$2.84K ﹤0.01%
140
+43
1790
$2.82K ﹤0.01%
+65
1791
$2.81K ﹤0.01%
142
+124
1792
$2.8K ﹤0.01%
79
+4
1793
$2.79K ﹤0.01%
26
1794
$2.77K ﹤0.01%
24
1795
$2.77K ﹤0.01%
32
1796
$2.76K ﹤0.01%
129
+10
1797
$2.76K ﹤0.01%
55
1798
$2.75K ﹤0.01%
277
+57
1799
$2.74K ﹤0.01%
22
1800
$2.73K ﹤0.01%
55
+52
70 71
72
73 74