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
1976
$1.13K ﹤0.01%
150
1977
$1.12K ﹤0.01%
8
1978
$1.12K ﹤0.01%
+20
1979
$1.11K ﹤0.01%
+10
1980
$1.11K ﹤0.01%
+100
1981
$1.11K ﹤0.01%
45
1982
$1.08K ﹤0.01%
50
1983
$1.06K ﹤0.01%
+200
1984
$1.06K ﹤0.01%
47
1985
$1.05K ﹤0.01%
+426
1986
$1.04K ﹤0.01%
+48
1987
$1.04K ﹤0.01%
+14
1988
$1.02K ﹤0.01%
71
1989
$990 ﹤0.01%
16
1990
$988 ﹤0.01%
25
1991
$986 ﹤0.01%
+3,100
1992
$967 ﹤0.01%
+332
1993
$951 ﹤0.01%
+63
1994
$949 ﹤0.01%
+232
1995
$942 ﹤0.01%
+110
1996
$930 ﹤0.01%
6
1997
$925 ﹤0.01%
+39
1998
$922 ﹤0.01%
+100
1999
$914 ﹤0.01%
+48
2000
$883 ﹤0.01%
+57
78 79
80
81 82