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
1801
$2.72K ﹤0.01%
44
1802
$2.71K ﹤0.01%
100
1803
$2.71K ﹤0.01%
+66
1804
$2.7K ﹤0.01%
52
-23
1805
$2.69K ﹤0.01%
+83
1806
$2.69K ﹤0.01%
+1,500
1807
$2.68K ﹤0.01%
25
-2
1808
$2.67K ﹤0.01%
136
-997
1809
$2.67K ﹤0.01%
255
+208
1810
$2.67K ﹤0.01%
53
+9
1811
$2.64K ﹤0.01%
+82
1812
$2.63K ﹤0.01%
20
+7
1813
$2.63K ﹤0.01%
+204
1814
$2.62K ﹤0.01%
239
-676
1815
$2.61K ﹤0.01%
+11
1816
$2.61K ﹤0.01%
214
+44
1817
$2.57K ﹤0.01%
48
+5
1818
$2.55K ﹤0.01%
+105
1819
$2.54K ﹤0.01%
+156
1820
$2.54K ﹤0.01%
30
+10
1821
$2.53K ﹤0.01%
29
+13
1822
$2.52K ﹤0.01%
+208
1823
$2.51K ﹤0.01%
+132
1824
$2.49K ﹤0.01%
86
1825
$2.49K ﹤0.01%
+500
71 72
73
74 75