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
1851
$2.29K ﹤0.01%
64
1852
$2.27K ﹤0.01%
+100
1853
$2.27K ﹤0.01%
+30
1854
$2.25K ﹤0.01%
1,000
1855
$2.24K ﹤0.01%
+400
1856
$2.23K ﹤0.01%
+109
1857
$2.23K ﹤0.01%
236
-131
1858
$2.22K ﹤0.01%
+523
1859
$2.2K ﹤0.01%
22
1860
$2.2K ﹤0.01%
+520
1861
$2.2K ﹤0.01%
+63
1862
$2.19K ﹤0.01%
65
1863
$2.19K ﹤0.01%
+50
1864
$2.18K ﹤0.01%
195
1865
$2.16K ﹤0.01%
16
1866
$2.16K ﹤0.01%
+50
1867
$2.15K ﹤0.01%
13
1868
$2.15K ﹤0.01%
+66
1869
$2.14K ﹤0.01%
+35
1870
$2.14K ﹤0.01%
31
1871
$2.14K ﹤0.01%
+500
1872
$2.12K ﹤0.01%
567
1873
$2.11K ﹤0.01%
175
1874
$2.09K ﹤0.01%
175
1875
$2.09K ﹤0.01%
150
73 74
75
76 77