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
1651
$419K ﹤0.01%
31,901
+1,585
1652
$419K ﹤0.01%
6,465
-724
1653
$419K ﹤0.01%
51,533
+3,970
1654
$418K ﹤0.01%
23,241
+13
1655
$417K ﹤0.01%
10,058
+2,324
1656
$417K ﹤0.01%
5,676
+1,203
1657
$415K ﹤0.01%
13,405
-5,015
1658
$415K ﹤0.01%
18,798
+3,561
1659
$415K ﹤0.01%
25,595
+11,258
1660
$414K ﹤0.01%
15,703
-2,994
1661
$413K ﹤0.01%
7,035
-297
1662
$413K ﹤0.01%
30,255
-866
1663
$412K ﹤0.01%
17,663
+1,178
1664
$412K ﹤0.01%
4,673
+123
1665
$412K ﹤0.01%
7,902
-1,061
1666
$412K ﹤0.01%
17,416
+5,360
1667
$411K ﹤0.01%
18,926
+193
1668
$411K ﹤0.01%
24,415
+3,555
1669
$411K ﹤0.01%
13,362
-8,122
1670
$410K ﹤0.01%
348
+48
1671
$409K ﹤0.01%
13,289
+3,711
1672
$409K ﹤0.01%
10,337
+335
1673
$408K ﹤0.01%
159,473
-101,811
1674
$407K ﹤0.01%
+17,310
1675
$407K ﹤0.01%
12,429
-1,324
65 66
67
68 69