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
1626
$435K ﹤0.01%
14,698
+6,296
1627
$435K ﹤0.01%
7,823
+2,397
1628
$434K ﹤0.01%
14,512
+1,553
1629
$433K ﹤0.01%
11,693
+1,518
1630
$432K ﹤0.01%
42,570
+3,567
1631
$432K ﹤0.01%
10,578
+3,738
1632
$431K ﹤0.01%
6,644
+559
1633
$431K ﹤0.01%
18,350
-468
1634
$430K ﹤0.01%
5,645
-878
1635
$430K ﹤0.01%
18,202
+431
1636
$429K ﹤0.01%
23,380
-8,557
1637
$428K ﹤0.01%
6,831
-429
1638
$427K ﹤0.01%
+17,957
1639
$427K ﹤0.01%
9,995
-1,711
1640
$426K ﹤0.01%
+13,869
1641
$426K ﹤0.01%
29,527
+7,607
1642
$425K ﹤0.01%
11,600
+51
1643
$424K ﹤0.01%
7,049
-127
1644
$424K ﹤0.01%
17,585
+603
1645
$423K ﹤0.01%
9,967
+1,783
1646
$423K ﹤0.01%
20,793
+227
1647
$422K ﹤0.01%
9,218
-1,216
1648
$421K ﹤0.01%
33,426
+19,756
1649
$421K ﹤0.01%
46,071
-255
1650
$421K ﹤0.01%
17,750
+2,986
64 65
66
67 68