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
1826
$297K ﹤0.01%
14,404
+1,027
1827
$296K ﹤0.01%
10,123
-3,432
1828
$296K ﹤0.01%
11,692
-4,163
1829
$295K ﹤0.01%
4,396
-197
1830
$295K ﹤0.01%
3,467
-6
1831
$295K ﹤0.01%
10,656
+1,514
1832
$295K ﹤0.01%
9,776
+289
1833
$294K ﹤0.01%
6,824
-1,692
1834
$294K ﹤0.01%
24,887
-1,116
1835
$293K ﹤0.01%
+10,479
1836
$293K ﹤0.01%
8,948
+1,798
1837
$292K ﹤0.01%
6,897
+302
1838
$292K ﹤0.01%
7,099
+203
1839
$291K ﹤0.01%
10,076
+44
1840
$290K ﹤0.01%
9,790
+674
1841
$290K ﹤0.01%
8,848
+18
1842
$289K ﹤0.01%
21,325
-18,007
1843
$289K ﹤0.01%
105,670
+12,831
1844
$289K ﹤0.01%
+10,106
1845
$287K ﹤0.01%
5,100
+708
1846
$287K ﹤0.01%
10,616
-1,184
1847
$287K ﹤0.01%
20,111
+2,537
1848
$286K ﹤0.01%
24,812
+9,714
1849
$285K ﹤0.01%
17,576
-5,060
1850
$284K ﹤0.01%
10,857
-1,359
72 73
74
75 76