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
1576
$474K ﹤0.01%
14,135
-96
1577
$474K ﹤0.01%
12,414
+4,133
1578
$474K ﹤0.01%
3,280
+318
1579
$474K ﹤0.01%
14,023
+1,278
1580
$474K ﹤0.01%
28,613
+7,983
1581
$472K ﹤0.01%
29,547
+1,696
1582
$472K ﹤0.01%
23,232
+207
1583
$472K ﹤0.01%
11,891
+2,188
1584
$471K ﹤0.01%
12,469
-2,594
1585
$471K ﹤0.01%
11,632
-1,710
1586
$468K ﹤0.01%
+16,716
1587
$468K ﹤0.01%
20,479
-577
1588
$467K ﹤0.01%
18,930
+2,167
1589
$466K ﹤0.01%
12,746
+226
1590
$465K ﹤0.01%
20,151
+1,891
1591
$463K ﹤0.01%
6,997
-421
1592
$463K ﹤0.01%
6,855
-670
1593
$462K ﹤0.01%
+8,630
1594
$460K ﹤0.01%
24,533
-14,341
1595
$459K ﹤0.01%
37,784
+9,205
1596
$459K ﹤0.01%
10,083
+1,464
1597
$458K ﹤0.01%
9,475
+1,566
1598
$457K ﹤0.01%
18,101
-1,652
1599
$457K ﹤0.01%
1,616
-546
1600
$457K ﹤0.01%
11,123
-2,686
62 63
64
65 66