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
1326
$729K 0.01%
25,591
+8,578
1327
$728K 0.01%
44,233
+1,416
1328
$727K 0.01%
12,221
+886
1329
$725K 0.01%
13,319
+9,032
1330
$725K 0.01%
42,701
+2,766
1331
$725K 0.01%
22,305
+134
1332
$722K ﹤0.01%
21,964
+2,138
1333
$720K ﹤0.01%
20,951
+263
1334
$720K ﹤0.01%
22,969
+884
1335
$719K ﹤0.01%
12,565
+1,243
1336
$718K ﹤0.01%
57,236
+6,339
1337
$717K ﹤0.01%
56,505
-19,179
1338
$717K ﹤0.01%
10,164
-94
1339
$716K ﹤0.01%
26,787
+7,894
1340
$715K ﹤0.01%
11,087
+92
1341
$715K ﹤0.01%
14,563
-550
1342
$715K ﹤0.01%
8,671
-692
1343
$715K ﹤0.01%
41,762
+3,014
1344
$711K ﹤0.01%
64,456
-1,301
1345
$709K ﹤0.01%
8,943
-174
1346
$706K ﹤0.01%
21,156
+2,609
1347
$703K ﹤0.01%
10,650
-617
1348
$702K ﹤0.01%
5,329
+295
1349
$701K ﹤0.01%
8,140
-144
1350
$700K ﹤0.01%
22,011
+1,829
52 53
54
55 56