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
1276
$785K 0.01%
26,005
-652
1277
$785K 0.01%
24,154
+1,208
1278
$783K 0.01%
59,118
+4,059
1279
$783K 0.01%
19,966
+1,845
1280
$783K 0.01%
345,071
+48,413
1281
$782K 0.01%
8,712
+1,877
1282
$782K 0.01%
183,666
+28,172
1283
$781K 0.01%
10,447
+1,350
1284
$781K 0.01%
32,308
-2,110
1285
$779K 0.01%
41,490
-310
1286
$778K 0.01%
11,274
+680
1287
$775K 0.01%
15,271
+798
1288
$775K 0.01%
37,035
-1,383
1289
$773K 0.01%
43,055
+2,233
1290
$767K 0.01%
13,010
+5,856
1291
$766K 0.01%
14,731
+1,985
1292
$766K 0.01%
58,406
+3,656
1293
$766K 0.01%
22,941
+744
1294
$766K 0.01%
13,901
+688
1295
$765K 0.01%
16,842
+4,759
1296
$762K 0.01%
20,437
+3,619
1297
$761K 0.01%
11,628
-164
1298
$760K 0.01%
18,050
-13,642
1299
$760K 0.01%
6,419
-2,141
1300
$759K 0.01%
68,837
+43,842
50 51
52
53 54