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
$7.79B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,279
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.52%
2 Financials 1.49%
3 Consumer Staples 1.43%
4 Industrials 0.98%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
-34
2252
-204
2253
-185
2254
-69
2255
-220
2256
-70
2257
-30
2258
-82
2259
-668
2260
-13
2261
-523
2262
-148
2263
-56
2264
-1,200
2265
-100
2266
-100
2267
-80
2268
-819
2269
-85
2270
-147
2271
-57,586
2272
-35
2273
-945
2274
-5
2275
-2,000