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
1901
$1.87K ﹤0.01%
+404
1902
$1.86K ﹤0.01%
+33
1903
$1.85K ﹤0.01%
+100
1904
$1.85K ﹤0.01%
+185
1905
$1.84K ﹤0.01%
+150
1906
$1.83K ﹤0.01%
51
1907
$1.82K ﹤0.01%
+100
1908
$1.82K ﹤0.01%
17
1909
$1.81K ﹤0.01%
22
-51
1910
$1.8K ﹤0.01%
355
+155
1911
$1.8K ﹤0.01%
16
-14
1912
$1.8K ﹤0.01%
+100
1913
$1.8K ﹤0.01%
+55
1914
$1.8K ﹤0.01%
35
1915
$1.79K ﹤0.01%
+1
1916
$1.79K ﹤0.01%
39
+8
1917
$1.78K ﹤0.01%
+74
1918
$1.77K ﹤0.01%
73
1919
$1.77K ﹤0.01%
1,700
+1,650
1920
$1.76K ﹤0.01%
+28
1921
$1.74K ﹤0.01%
+100
1922
$1.73K ﹤0.01%
23
1923
$1.73K ﹤0.01%
28
1924
$1.72K ﹤0.01%
+26
1925
$1.71K ﹤0.01%
+210
75 76
77
78 79