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
1826
$2.48K ﹤0.01%
+27
1827
$2.48K ﹤0.01%
+100
1828
$2.47K ﹤0.01%
35
1829
$2.46K ﹤0.01%
+27
1830
$2.43K ﹤0.01%
+23
1831
$2.43K ﹤0.01%
+212
1832
$2.43K ﹤0.01%
+99
1833
$2.43K ﹤0.01%
+55
1834
$2.42K ﹤0.01%
+96
1835
$2.4K ﹤0.01%
326
1836
$2.39K ﹤0.01%
80
-29
1837
$2.39K ﹤0.01%
139
1838
$2.38K ﹤0.01%
+18
1839
$2.36K ﹤0.01%
+62
1840
$2.35K ﹤0.01%
75
1841
$2.35K ﹤0.01%
+268
1842
$2.34K ﹤0.01%
19
+7
1843
$2.33K ﹤0.01%
30
1844
$2.32K ﹤0.01%
+842
1845
$2.32K ﹤0.01%
+150
1846
$2.31K ﹤0.01%
+39
1847
$2.31K ﹤0.01%
+143
1848
$2.31K ﹤0.01%
+500
1849
$2.3K ﹤0.01%
+30
1850
$2.29K ﹤0.01%
26
+9
72 73
74
75 76