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
1751
$349K ﹤0.01%
17,033
-28
1752
$348K ﹤0.01%
11,812
+2,463
1753
$346K ﹤0.01%
6,412
-8
1754
$346K ﹤0.01%
15,436
+543
1755
$346K ﹤0.01%
16,655
-11
1756
$345K ﹤0.01%
10,755
+252
1757
$344K ﹤0.01%
6,958
+304
1758
$344K ﹤0.01%
6,383
-406
1759
$343K ﹤0.01%
19,670
+9,571
1760
$343K ﹤0.01%
7,319
-1,042
1761
$343K ﹤0.01%
27,016
+4,865
1762
$341K ﹤0.01%
+9,637
1763
$340K ﹤0.01%
7,150
-371
1764
$340K ﹤0.01%
9,616
+1,132
1765
$340K ﹤0.01%
5,207
+126
1766
$339K ﹤0.01%
5,508
-1,294
1767
$339K ﹤0.01%
41,953
+3,095
1768
$338K ﹤0.01%
7,302
-3,757
1769
$337K ﹤0.01%
10,753
-402
1770
$336K ﹤0.01%
15,326
+3,342
1771
$335K ﹤0.01%
21,387
-1,377
1772
$335K ﹤0.01%
1,582
+72
1773
$332K ﹤0.01%
4,582
+239
1774
$330K ﹤0.01%
14,491
-6,697
1775
$330K ﹤0.01%
17,404
+535
69 70
71
72 73