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
1926
$1.71K ﹤0.01%
70
1927
$1.71K ﹤0.01%
+150
1928
$1.69K ﹤0.01%
+286
1929
$1.68K ﹤0.01%
+109
1930
$1.68K ﹤0.01%
+27
1931
$1.68K ﹤0.01%
148
1932
$1.66K ﹤0.01%
18
+2
1933
$1.66K ﹤0.01%
+16
1934
$1.64K ﹤0.01%
30
1935
$1.63K ﹤0.01%
+28
1936
$1.62K ﹤0.01%
+100
1937
$1.61K ﹤0.01%
+45
1938
$1.61K ﹤0.01%
+55
1939
$1.61K ﹤0.01%
+144
1940
$1.57K ﹤0.01%
+72
1941
$1.57K ﹤0.01%
25
+22
1942
$1.55K ﹤0.01%
+80
1943
$1.54K ﹤0.01%
70
-30
1944
$1.54K ﹤0.01%
185
+170
1945
$1.54K ﹤0.01%
+40
1946
$1.52K ﹤0.01%
34
1947
$1.51K ﹤0.01%
+34
1948
$1.51K ﹤0.01%
+22
1949
$1.51K ﹤0.01%
29
1950
$1.51K ﹤0.01%
52
-1,219
76 77
78
79 80