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
1176
$999K 0.01%
30,602
+4,001
1177
$995K 0.01%
21,573
+12,832
1178
$995K 0.01%
31,298
+1,830
1179
$993K 0.01%
38,201
+8,660
1180
$985K 0.01%
13,180
-1,833
1181
$976K 0.01%
14,788
+3,573
1182
$976K 0.01%
56,252
+13,340
1183
$974K 0.01%
12,449
-1,044
1184
$974K 0.01%
15,626
+4,565
1185
$971K 0.01%
12,421
-3,283
1186
$970K 0.01%
87,600
+5,678
1187
$970K 0.01%
14,113
+738
1188
$966K 0.01%
38,208
+4,285
1189
$966K 0.01%
23,518
+478
1190
$962K 0.01%
6,630
+122
1191
$960K 0.01%
18,444
+3,723
1192
$960K 0.01%
117,555
-13,680
1193
$955K 0.01%
41,581
+2,345
1194
$955K 0.01%
217,018
-31,239
1195
$951K 0.01%
7,924
+697
1196
$946K 0.01%
41,427
+3,195
1197
$944K 0.01%
9,235
+238
1198
$943K 0.01%
19,969
-764
1199
$943K 0.01%
5,899
+290
1200
$943K 0.01%
61,826
+6,116
46 47
48
49 50