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
1876
$2.08K ﹤0.01%
+137
1877
$2.08K ﹤0.01%
+60
1878
$2.08K ﹤0.01%
+147
1879
$2.06K ﹤0.01%
+33
1880
$2.05K ﹤0.01%
+41
1881
$2.05K ﹤0.01%
112
1882
$2.05K ﹤0.01%
28
+24
1883
$2.03K ﹤0.01%
+92
1884
$2.02K ﹤0.01%
43
-63
1885
$2.01K ﹤0.01%
+110
1886
$2K ﹤0.01%
+32
1887
$1.99K ﹤0.01%
16
1888
$1.97K ﹤0.01%
+133
1889
$1.97K ﹤0.01%
101
1890
$1.96K ﹤0.01%
+329
1891
$1.96K ﹤0.01%
+46
1892
$1.96K ﹤0.01%
+74
1893
$1.95K ﹤0.01%
42
-113
1894
$1.95K ﹤0.01%
+21
1895
$1.93K ﹤0.01%
+62
1896
$1.93K ﹤0.01%
+200
1897
$1.93K ﹤0.01%
+56
1898
$1.89K ﹤0.01%
+80
1899
$1.88K ﹤0.01%
190
1900
$1.88K ﹤0.01%
18
-10
74 75
76
77 78