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 15.56%
3 Healthcare 12.76%
4 Industrials 9.38%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$564K ﹤0.01%
7,620
+1,060
1477
$564K ﹤0.01%
24,389
+13,312
1478
$564K ﹤0.01%
8,401
+342
1479
$562K ﹤0.01%
9,090
+789
1480
$562K ﹤0.01%
25,336
+11,486
1481
$559K ﹤0.01%
32,220
+3,466
1482
$558K ﹤0.01%
20,064
-2,774
1483
$556K ﹤0.01%
928
+36
1484
$556K ﹤0.01%
8,256
-644
1485
$555K ﹤0.01%
36,810
+2,388
1486
$554K ﹤0.01%
19,834
+137
1487
$553K ﹤0.01%
7,900
-252
1488
$553K ﹤0.01%
94,581
-7,335
1489
$551K ﹤0.01%
15,672
+2,401
1490
$551K ﹤0.01%
+36,366
1491
$550K ﹤0.01%
20,864
-6,273
1492
$549K ﹤0.01%
18,454
+358
1493
$548K ﹤0.01%
11,288
-490
1494
$547K ﹤0.01%
11,508
+505
1495
$547K ﹤0.01%
16,173
-1,618
1496
$546K ﹤0.01%
7,747
+1,340
1497
$544K ﹤0.01%
17,260
-350
1498
$544K ﹤0.01%
7,100
+1,103
1499
$543K ﹤0.01%
22,921
-347
1500
$542K ﹤0.01%
14,677
+1,364
58 59
60
61 62