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
1851
$282K ﹤0.01%
4,747
-594
1852
$282K ﹤0.01%
16,746
+1,507
1853
$282K ﹤0.01%
9,211
-4,394
1854
$282K ﹤0.01%
34,822
+10,462
1855
$281K ﹤0.01%
13,560
+990
1856
$281K ﹤0.01%
8,840
-2,154
1857
$281K ﹤0.01%
+7,407
1858
$280K ﹤0.01%
20,253
-234
1859
$279K ﹤0.01%
+2,512
1860
$277K ﹤0.01%
20,692
+6,164
1861
$277K ﹤0.01%
950
+308
1862
$277K ﹤0.01%
5,340
-1,080
1863
$275K ﹤0.01%
16,175
+4,549
1864
$275K ﹤0.01%
5,668
-1,039
1865
$273K ﹤0.01%
+9,380
1866
$272K ﹤0.01%
9,756
-1,367
1867
$272K ﹤0.01%
5,919
+30
1868
$272K ﹤0.01%
19,387
-230
1869
$272K ﹤0.01%
23,662
+11,014
1870
$271K ﹤0.01%
7,145
-89
1871
$271K ﹤0.01%
22,394
-38,607
1872
$271K ﹤0.01%
16,722
-8,006
1873
$270K ﹤0.01%
5,032
-20
1874
$270K ﹤0.01%
6,583
+598
1875
$269K ﹤0.01%
+4,666
73 74
75
76 77