AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,224
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$30.3M
3
+$22.3M
4
MO icon
Altria Group
MO
+$18.7M
5
T icon
AT&T
T
+$18.1M

Top Sells

1
+$22.8M
2
+$20.5M
3
+$15.7M
4
KO icon
Coca-Cola
KO
+$13.4M
5
MFA
MFA Financial
MFA
+$9.56M

Sector Composition

1 Financials 17.66%
2 Technology 15.49%
3 Healthcare 12.76%
4 Industrials 9.46%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1.04M 0.01%
82,554
-4,768
1152
$1.04M 0.01%
+31,068
1153
$1.04M 0.01%
23,926
+15,049
1154
$1.04M 0.01%
32,705
+12,526
1155
$1.04M 0.01%
13,177
+2,063
1156
$1.03M 0.01%
22,028
-717
1157
$1.03M 0.01%
54,268
+18,783
1158
$1.03M 0.01%
19,057
-629
1159
$1.03M 0.01%
28,805
-475
1160
$1.03M 0.01%
42,000
-4,461
1161
$1.03M 0.01%
9,470
+548
1162
$1.02M 0.01%
50,132
+23,143
1163
$1.02M 0.01%
16,644
+2,350
1164
$1.02M 0.01%
13,913
-2,667
1165
$1.02M 0.01%
24,294
-21,648
1166
$1.01M 0.01%
55,315
+370
1167
$1.01M 0.01%
50,522
+22,578
1168
$1.01M 0.01%
21,131
+11,585
1169
$1.01M 0.01%
11,224
-294
1170
$1.01M 0.01%
74,162
-18,528
1171
$1.01M 0.01%
27,939
+2,247
1172
$1.01M 0.01%
28,222
-18
1173
$1M 0.01%
30,393
+4,596
1174
$1M 0.01%
75,156
-2,298
1175
$1M 0.01%
26,581
+1,781
45 46
47
48 49