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
1601
$456K ﹤0.01%
11,899
+1,081
1602
$455K ﹤0.01%
60,551
+402
1603
$454K ﹤0.01%
17,364
+3,865
1604
$453K ﹤0.01%
4,413
+929
1605
$452K ﹤0.01%
13,453
+70
1606
$452K ﹤0.01%
16,146
+3,212
1607
$452K ﹤0.01%
4,728
-151
1608
$451K ﹤0.01%
26,380
+946
1609
$451K ﹤0.01%
38,208
+6,632
1610
$451K ﹤0.01%
18,486
-17,178
1611
$451K ﹤0.01%
8,310
+386
1612
$450K ﹤0.01%
13,004
+920
1613
$448K ﹤0.01%
10,067
-360
1614
$447K ﹤0.01%
10,018
+1,962
1615
$446K ﹤0.01%
+16,041
1616
$444K ﹤0.01%
9,635
-10,792
1617
$443K ﹤0.01%
45,891
+2,233
1618
$442K ﹤0.01%
9,062
+2,717
1619
$440K ﹤0.01%
9,127
-170
1620
$439K ﹤0.01%
22,085
+11,660
1621
$438K ﹤0.01%
10,499
+4,627
1622
$438K ﹤0.01%
13,217
-686
1623
$438K ﹤0.01%
51,929
+19,977
1624
$437K ﹤0.01%
36,425
+24,011
1625
$437K ﹤0.01%
6,531
-138
63 64
65
66 67