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
1426
$622K ﹤0.01%
29,097
+6,502
1427
$622K ﹤0.01%
7,260
-1,111
1428
$620K ﹤0.01%
5,364
-970
1429
$618K ﹤0.01%
43,540
-1,411
1430
$616K ﹤0.01%
29,276
+9,213
1431
$615K ﹤0.01%
26,114
-1,353
1432
$613K ﹤0.01%
9,425
-786
1433
$613K ﹤0.01%
12,729
+1,335
1434
$611K ﹤0.01%
7,949
+643
1435
$609K ﹤0.01%
18,528
-1,866
1436
$606K ﹤0.01%
234,820
+17,460
1437
$605K ﹤0.01%
30,156
+1,230
1438
$604K ﹤0.01%
10,892
+4,359
1439
$601K ﹤0.01%
36,155
-61,591
1440
$597K ﹤0.01%
11,639
+710
1441
$595K ﹤0.01%
10,336
+5,644
1442
$594K ﹤0.01%
22,834
+687
1443
$594K ﹤0.01%
25,382
+3,995
1444
$594K ﹤0.01%
8,294
+905
1445
$593K ﹤0.01%
34,977
-20,807
1446
$593K ﹤0.01%
32,992
-641
1447
$593K ﹤0.01%
16,961
+90
1448
$592K ﹤0.01%
12,345
+2,570
1449
$592K ﹤0.01%
25,837
+6,630
1450
$589K ﹤0.01%
11,017
-82
56 57
58
59 60