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 15.49%
3 Healthcare 12.76%
4 Industrials 9.46%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$406K ﹤0.01%
13,296
+2,034
1677
$406K ﹤0.01%
1,787
+330
1678
$404K ﹤0.01%
28,046
+8,880
1679
$404K ﹤0.01%
11,675
-498
1680
$404K ﹤0.01%
26,520
+10,216
1681
$403K ﹤0.01%
13,945
+206
1682
$402K ﹤0.01%
12,765
-1,802
1683
$401K ﹤0.01%
19,511
+1,494
1684
$399K ﹤0.01%
11,526
-4,999
1685
$399K ﹤0.01%
15,863
-11,444
1686
$398K ﹤0.01%
47,622
+22,045
1687
$397K ﹤0.01%
30,482
+1,070
1688
$397K ﹤0.01%
15,202
+2,735
1689
$397K ﹤0.01%
41,629
-43,443
1690
$395K ﹤0.01%
10,734
-367
1691
$391K ﹤0.01%
17,625
+5,152
1692
$391K ﹤0.01%
6,634
+1,751
1693
$390K ﹤0.01%
9,069
-179
1694
$387K ﹤0.01%
7,476
+793
1695
$387K ﹤0.01%
4,492
+357
1696
$387K ﹤0.01%
31,296
-4,175
1697
$387K ﹤0.01%
11,670
-25,458
1698
$386K ﹤0.01%
9,224
-2,472
1699
$386K ﹤0.01%
+10,400
1700
$386K ﹤0.01%
46,091
-20,291
66 67
68
69 70