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
1351
$699K ﹤0.01%
8,979
+1,035
1352
$699K ﹤0.01%
15,320
+5,837
1353
$698K ﹤0.01%
21,684
+1,438
1354
$698K ﹤0.01%
42,731
-1,503
1355
$697K ﹤0.01%
48,865
+4,972
1356
$695K ﹤0.01%
19,265
+2,476
1357
$695K ﹤0.01%
25,318
+4,213
1358
$695K ﹤0.01%
9,606
+2,587
1359
$693K ﹤0.01%
112,019
+23,119
1360
$692K ﹤0.01%
40,260
+23,481
1361
$691K ﹤0.01%
104,630
+6,359
1362
$688K ﹤0.01%
17,089
+404
1363
$687K ﹤0.01%
12,347
+2,213
1364
$687K ﹤0.01%
17,082
-1,560
1365
$686K ﹤0.01%
22,827
+4,276
1366
$686K ﹤0.01%
22,589
+3,091
1367
$686K ﹤0.01%
14,664
-1,440
1368
$684K ﹤0.01%
6,853
-384
1369
$684K ﹤0.01%
8,708
+1,763
1370
$684K ﹤0.01%
23,555
+4,724
1371
$683K ﹤0.01%
13,374
+1,502
1372
$683K ﹤0.01%
8,313
-48
1373
$683K ﹤0.01%
6,068
+1,215
1374
$681K ﹤0.01%
24,792
+6,388
1375
$680K ﹤0.01%
28,516
+4,297
53 54
55
56 57