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
1201
$940K 0.01%
20,160
+9,529
1202
$938K 0.01%
26,499
-373
1203
$937K 0.01%
18,051
-1,420
1204
$932K 0.01%
21,535
-2,479
1205
$931K 0.01%
62,602
+5,304
1206
$929K 0.01%
23,051
-911
1207
$926K 0.01%
11,557
+1,279
1208
$924K 0.01%
44,073
+748
1209
$922K 0.01%
11,045
-436
1210
$922K 0.01%
21,359
+495
1211
$919K 0.01%
15,484
+54
1212
$919K 0.01%
29,515
+2,090
1213
$917K 0.01%
2,604
+117
1214
$916K 0.01%
37,538
+1,865
1215
$915K 0.01%
60,865
-1,558
1216
$914K 0.01%
15,330
-125
1217
$911K 0.01%
14,878
-1,814
1218
$910K 0.01%
+35,480
1219
$910K 0.01%
8,429
+642
1220
$908K 0.01%
19,084
-2,761
1221
$903K 0.01%
19,586
+1,072
1222
$900K 0.01%
16,681
-7,552
1223
$899K 0.01%
13,113
+2,735
1224
$899K 0.01%
7,666
+339
1225
$898K 0.01%
10,998
-1,221
47 48
49
50 51