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
1251
$831K 0.01%
11,659
-634
1252
$825K 0.01%
49,258
+8,720
1253
$824K 0.01%
30,588
+4,403
1254
$824K 0.01%
48,416
+6,848
1255
$822K 0.01%
49,728
+4,732
1256
$818K 0.01%
13,415
-229
1257
$817K 0.01%
22,854
+1,780
1258
$814K 0.01%
5,686
-884
1259
$811K 0.01%
21,534
1260
$810K 0.01%
29,928
+1,192
1261
$808K 0.01%
61,222
-19,035
1262
$807K 0.01%
6,688
+430
1263
$805K 0.01%
49,166
-74
1264
$803K 0.01%
58,374
+5,050
1265
$800K 0.01%
12,841
-2,532
1266
$798K 0.01%
40,653
+1,715
1267
$796K 0.01%
17,126
-1,616
1268
$795K 0.01%
21,684
-259
1269
$792K 0.01%
45,569
+15,840
1270
$790K 0.01%
97,345
1271
$789K 0.01%
18,062
-3,457
1272
$788K 0.01%
29,585
-756
1273
$787K 0.01%
33,041
-6,266
1274
$786K 0.01%
21,802
+726
1275
$785K 0.01%
16,358
+1,883
49 50
51
52 53