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
1226
$898K 0.01%
20,780
+5,731
1227
$897K 0.01%
38,307
+723
1228
$895K 0.01%
24,066
+466
1229
$887K 0.01%
45,847
+1,364
1230
$884K 0.01%
66,000
-6,433
1231
$878K 0.01%
14,464
+2,536
1232
$874K 0.01%
20,311
+924
1233
$871K 0.01%
15,617
+2,759
1234
$866K 0.01%
80,818
+2,726
1235
$862K 0.01%
8,474
+171
1236
$860K 0.01%
48,568
+14,493
1237
$851K 0.01%
32,758
+9,869
1238
$850K 0.01%
16,493
+4,445
1239
$849K 0.01%
11,696
+6,613
1240
$845K 0.01%
39,957
-887
1241
$842K 0.01%
44,829
-89
1242
$842K 0.01%
24,724
+4,989
1243
$841K 0.01%
15,524
-672
1244
$841K 0.01%
14,033
+52
1245
$840K 0.01%
18,197
+1,470
1246
$838K 0.01%
5,880
-2,009
1247
$838K 0.01%
209,892
+39,419
1248
$837K 0.01%
43,729
+1,346
1249
$837K 0.01%
32,547
+4,932
1250
$832K 0.01%
14,999
-557
48 49
50
51 52