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
$7.79B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,279
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.52%
2 Financials 1.49%
3 Consumer Staples 1.43%
4 Industrials 0.98%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
-150
1852
-250
1853
-360
1854
-175
1855
-195
1856
-4,996
1857
-110
1858
-6,617
1859
-500
1860
-14,000
1861
-110
1862
-25,887
1863
-1,014
1864
-407
1865
-200
1866
-50
1867
-750
1868
-906
1869
-95
1870
-286
1871
-412
1872
-287
1873
-913
1874
-3,469
1875
-604