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
1876
$269K ﹤0.01%
8,163
+1,109
1877
$269K ﹤0.01%
9,547
+1,743
1878
$268K ﹤0.01%
10,543
+989
1879
$268K ﹤0.01%
6,992
-23,417
1880
$267K ﹤0.01%
+10,755
1881
$267K ﹤0.01%
6,515
+259
1882
$266K ﹤0.01%
54,580
-3,657
1883
$265K ﹤0.01%
6,548
+395
1884
$265K ﹤0.01%
9,473
+1,611
1885
$265K ﹤0.01%
+105
1886
$265K ﹤0.01%
14,128
+1,428
1887
$265K ﹤0.01%
32,987
+7,001
1888
$263K ﹤0.01%
20,375
+3,387
1889
$262K ﹤0.01%
17,529
-4,611
1890
$262K ﹤0.01%
2,073
+643
1891
$261K ﹤0.01%
41
-1
1892
$261K ﹤0.01%
9,553
+1,152
1893
$261K ﹤0.01%
1,521
+793
1894
$260K ﹤0.01%
5,087
-219
1895
$260K ﹤0.01%
18,770
+1,857
1896
$260K ﹤0.01%
42,212
+10,196
1897
$258K ﹤0.01%
+10,834
1898
$257K ﹤0.01%
17,901
+821
1899
$257K ﹤0.01%
82,785
+1,643
1900
$257K ﹤0.01%
11,437
+829
74 75
76
77 78