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
1526
$514K ﹤0.01%
11,877
-947
1527
$514K ﹤0.01%
11,269
+1,044
1528
$513K ﹤0.01%
28,965
+1,332
1529
$513K ﹤0.01%
34,913
+127
1530
$510K ﹤0.01%
19,284
-4,879
1531
$509K ﹤0.01%
1,517
-154
1532
$509K ﹤0.01%
27,915
+4,349
1533
$508K ﹤0.01%
31,481
+3,759
1534
$507K ﹤0.01%
16,775
-292
1535
$506K ﹤0.01%
55,963
+21,726
1536
$506K ﹤0.01%
14,366
+6,044
1537
$506K ﹤0.01%
36,703
+22,560
1538
$505K ﹤0.01%
7,311
+176
1539
$504K ﹤0.01%
9,168
+555
1540
$504K ﹤0.01%
43,384
-8,496
1541
$503K ﹤0.01%
35,255
+4,859
1542
$503K ﹤0.01%
16,140
-3,105
1543
$502K ﹤0.01%
18,175
+1,136
1544
$502K ﹤0.01%
32,394
+1,996
1545
$500K ﹤0.01%
62,532
+3,613
1546
$500K ﹤0.01%
7,531
+909
1547
$497K ﹤0.01%
5,851
-286
1548
$496K ﹤0.01%
24,640
+2,394
1549
$495K ﹤0.01%
52,245
+10,720
1550
$495K ﹤0.01%
8,920
+2,602
60 61
62
63 64