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
1701
$385K ﹤0.01%
2,771
-188
1702
$382K ﹤0.01%
6,858
+1,387
1703
$381K ﹤0.01%
14,773
+4,782
1704
$381K ﹤0.01%
2,896
+645
1705
$381K ﹤0.01%
11,461
-331
1706
$380K ﹤0.01%
13,401
+3,899
1707
$379K ﹤0.01%
3,602
+212
1708
$379K ﹤0.01%
20,527
-7,892
1709
$378K ﹤0.01%
71,452
-7,714
1710
$378K ﹤0.01%
7,757
-77
1711
$377K ﹤0.01%
9,302
-16
1712
$377K ﹤0.01%
8,605
+404
1713
$375K ﹤0.01%
17,640
-4,200
1714
$375K ﹤0.01%
8,164
-3,377
1715
$375K ﹤0.01%
6,312
1716
$375K ﹤0.01%
31,031
-2,445
1717
$374K ﹤0.01%
+5,704
1718
$372K ﹤0.01%
41,459
-9,696
1719
$371K ﹤0.01%
9,137
-425
1720
$370K ﹤0.01%
8,031
+1,056
1721
$370K ﹤0.01%
12,636
-176
1722
$370K ﹤0.01%
+13,198
1723
$369K ﹤0.01%
8,375
+1,757
1724
$368K ﹤0.01%
6,938
-1,126
1725
$366K ﹤0.01%
18,215
-2,155
67 68
69
70 71