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
1726
$366K ﹤0.01%
42,144
-4,388
1727
$366K ﹤0.01%
9,650
+1,098
1728
$366K ﹤0.01%
28,920
+11,350
1729
$365K ﹤0.01%
6,783
-2,893
1730
$365K ﹤0.01%
+3,016
1731
$364K ﹤0.01%
27,133
-6,223
1732
$364K ﹤0.01%
14,769
+252
1733
$364K ﹤0.01%
52,420
+701
1734
$364K ﹤0.01%
11,561
+558
1735
$363K ﹤0.01%
26,651
+6,164
1736
$363K ﹤0.01%
19,202
+174
1737
$363K ﹤0.01%
+4,619
1738
$363K ﹤0.01%
34,725
+1,602
1739
$362K ﹤0.01%
24,163
-1,597
1740
$361K ﹤0.01%
10,334
-4,136
1741
$359K ﹤0.01%
8,725
+679
1742
$358K ﹤0.01%
12,098
-360
1743
$357K ﹤0.01%
17,302
+3,164
1744
$355K ﹤0.01%
21,510
+9,817
1745
$355K ﹤0.01%
9,134
+381
1746
$353K ﹤0.01%
24,861
+9,135
1747
$353K ﹤0.01%
11,571
-2,130
1748
$351K ﹤0.01%
14,983
-122
1749
$350K ﹤0.01%
26,609
-649
1750
$349K ﹤0.01%
21,007
+2,903
68 69
70
71 72