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
1951
$1.49K ﹤0.01%
10
+3
1952
$1.48K ﹤0.01%
15
1953
$1.48K ﹤0.01%
70
1954
$1.42K ﹤0.01%
80
-53
1955
$1.4K ﹤0.01%
+56
1956
$1.4K ﹤0.01%
+1,000
1957
$1.38K ﹤0.01%
25
-8
1958
$1.36K ﹤0.01%
+1,122
1959
$1.33K ﹤0.01%
71
+20
1960
$1.32K ﹤0.01%
+6
1961
$1.31K ﹤0.01%
118
1962
$1.3K ﹤0.01%
+38
1963
$1.28K ﹤0.01%
30
-5
1964
$1.27K ﹤0.01%
+89
1965
$1.26K ﹤0.01%
47
+39
1966
$1.26K ﹤0.01%
+28
1967
$1.24K ﹤0.01%
+20
1968
$1.24K ﹤0.01%
+115
1969
$1.22K ﹤0.01%
+61
1970
$1.2K ﹤0.01%
+57
1971
$1.19K ﹤0.01%
+52
1972
$1.16K ﹤0.01%
25
-2
1973
$1.16K ﹤0.01%
59
-130
1974
$1.15K ﹤0.01%
+415
1975
$1.13K ﹤0.01%
432
77 78
79
80 81