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
1451
$589K ﹤0.01%
6,863
+2,292
1452
$589K ﹤0.01%
15,003
+648
1453
$588K ﹤0.01%
26,271
+5,575
1454
$588K ﹤0.01%
13,677
+184
1455
$584K ﹤0.01%
14,094
+2,581
1456
$583K ﹤0.01%
14,122
+1,284
1457
$582K ﹤0.01%
8,408
+343
1458
$578K ﹤0.01%
24,495
+2,555
1459
$578K ﹤0.01%
58,038
-8,940
1460
$577K ﹤0.01%
24,844
+9,483
1461
$576K ﹤0.01%
51,530
-75,947
1462
$576K ﹤0.01%
33,381
-1,386
1463
$575K ﹤0.01%
16,410
+1,401
1464
$573K ﹤0.01%
17,153
+4,207
1465
$573K ﹤0.01%
8,050
-1,510
1466
$573K ﹤0.01%
14,062
-103
1467
$572K ﹤0.01%
50,421
+14,089
1468
$570K ﹤0.01%
10,206
-1,278
1469
$570K ﹤0.01%
23,157
-638
1470
$569K ﹤0.01%
7,739
+452
1471
$569K ﹤0.01%
11,576
+2,028
1472
$569K ﹤0.01%
16,763
-972
1473
$566K ﹤0.01%
11,513
+593
1474
$565K ﹤0.01%
1,206
+316
1475
$565K ﹤0.01%
119,027
-27,397
57 58
59
60 61