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
1401
$653K ﹤0.01%
12,236
+510
1402
$653K ﹤0.01%
17,130
+3,450
1403
$652K ﹤0.01%
30,488
+5,016
1404
$648K ﹤0.01%
83,613
+12,966
1405
$648K ﹤0.01%
22,898
+1,481
1406
$646K ﹤0.01%
39,366
+1,290
1407
$645K ﹤0.01%
89,724
-5,663
1408
$644K ﹤0.01%
25,408
+6,840
1409
$641K ﹤0.01%
20,249
+2,123
1410
$641K ﹤0.01%
11,106
+83
1411
$640K ﹤0.01%
50,192
-5,002
1412
$639K ﹤0.01%
53,558
+41,962
1413
$639K ﹤0.01%
87,503
+12,183
1414
$638K ﹤0.01%
41,594
+136
1415
$636K ﹤0.01%
34,720
-5,222
1416
$634K ﹤0.01%
4,481
+334
1417
$634K ﹤0.01%
100,951
+67,398
1418
$633K ﹤0.01%
14,675
+171
1419
$632K ﹤0.01%
10,308
-3,813
1420
$631K ﹤0.01%
29,780
+7,208
1421
$630K ﹤0.01%
28,525
-22
1422
$630K ﹤0.01%
53,281
+1,900
1423
$630K ﹤0.01%
21,554
+4,704
1424
$627K ﹤0.01%
30,940
+3,134
1425
$627K ﹤0.01%
11,516
-2,021
55 56
57
58 59