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
1776
$330K ﹤0.01%
27,213
+6,569
1777
$329K ﹤0.01%
16,034
+1,891
1778
$328K ﹤0.01%
3,855
+545
1779
$327K ﹤0.01%
15,850
-1,250
1780
$327K ﹤0.01%
8,343
+861
1781
$327K ﹤0.01%
118,341
+23,088
1782
$327K ﹤0.01%
58,812
+13,310
1783
$326K ﹤0.01%
11,371
-1,958
1784
$325K ﹤0.01%
9,870
+2,392
1785
$324K ﹤0.01%
5,079
+74
1786
$323K ﹤0.01%
10,339
+1,685
1787
$323K ﹤0.01%
3,326
-403
1788
$321K ﹤0.01%
11,055
-592
1789
$321K ﹤0.01%
11,684
+1,188
1790
$321K ﹤0.01%
14,421
-29,116
1791
$321K ﹤0.01%
4,955
+887
1792
$319K ﹤0.01%
10,759
+1,648
1793
$319K ﹤0.01%
11,288
-341
1794
$319K ﹤0.01%
+5,010
1795
$319K ﹤0.01%
6,535
+462
1796
$318K ﹤0.01%
+7,518
1797
$318K ﹤0.01%
10,007
+1,346
1798
$317K ﹤0.01%
106,501
-8,547
1799
$317K ﹤0.01%
5,418
+1,248
1800
$316K ﹤0.01%
31,724
+16,281
70 71
72
73 74