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
1551
$495K ﹤0.01%
24,372
+2,109
1552
$493K ﹤0.01%
23,833
+8,313
1553
$493K ﹤0.01%
52,538
+11,133
1554
$493K ﹤0.01%
8,580
-936
1555
$493K ﹤0.01%
29,005
-6,776
1556
$493K ﹤0.01%
23,082
+11,239
1557
$492K ﹤0.01%
20,303
+916
1558
$491K ﹤0.01%
26,039
+941
1559
$490K ﹤0.01%
20,009
+7,468
1560
$486K ﹤0.01%
11,826
+1,714
1561
$486K ﹤0.01%
10,972
+138
1562
$485K ﹤0.01%
11,476
-473
1563
$484K ﹤0.01%
31,232
+1,208
1564
$484K ﹤0.01%
11,374
+1,985
1565
$484K ﹤0.01%
4,844
-218
1566
$483K ﹤0.01%
11,395
+868
1567
$480K ﹤0.01%
23,253
+1,254
1568
$480K ﹤0.01%
+22,309
1569
$480K ﹤0.01%
14,648
-580
1570
$479K ﹤0.01%
12,282
+2,112
1571
$477K ﹤0.01%
8,512
-2,333
1572
$476K ﹤0.01%
5,999
+108
1573
$475K ﹤0.01%
16,236
-1,051
1574
$475K ﹤0.01%
52,556
-43,266
1575
$474K ﹤0.01%
2,479
-628
61 62
63
64 65