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
1376
$680K ﹤0.01%
40,673
+17,447
1377
$679K ﹤0.01%
28,670
+3,023
1378
$677K ﹤0.01%
16,911
-5,179
1379
$676K ﹤0.01%
13,548
+133
1380
$674K ﹤0.01%
42,156
+4,012
1381
$673K ﹤0.01%
15,575
-1,489
1382
$673K ﹤0.01%
22,408
-386
1383
$672K ﹤0.01%
8,550
+2,152
1384
$671K ﹤0.01%
18,705
-2,360
1385
$671K ﹤0.01%
10,636
-182
1386
$669K ﹤0.01%
33,113
-4,654
1387
$667K ﹤0.01%
30,311
+339
1388
$667K ﹤0.01%
37,357
+9,579
1389
$665K ﹤0.01%
17,762
+3,024
1390
$663K ﹤0.01%
16,731
+1,257
1391
$663K ﹤0.01%
14,497
+1,653
1392
$663K ﹤0.01%
14,977
-2,198
1393
$659K ﹤0.01%
9,208
+1,467
1394
$658K ﹤0.01%
9,056
-556
1395
$657K ﹤0.01%
10,619
+336
1396
$657K ﹤0.01%
31,500
+3,706
1397
$655K ﹤0.01%
16,940
+1,397
1398
$654K ﹤0.01%
19,190
+7,734
1399
$654K ﹤0.01%
16,093
+3,625
1400
$654K ﹤0.01%
39,032
-800
54 55
56
57 58