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
1926
$246K ﹤0.01%
6,402
1927
$246K ﹤0.01%
2,663
+95
1928
$246K ﹤0.01%
11,495
-1,357
1929
$246K ﹤0.01%
23,917
+1,098
1930
$245K ﹤0.01%
3,706
-885
1931
$245K ﹤0.01%
9,016
-2,092
1932
$245K ﹤0.01%
6,895
+281
1933
$244K ﹤0.01%
21,044
+2,210
1934
$244K ﹤0.01%
1,226
-227
1935
$244K ﹤0.01%
+10,009
1936
$244K ﹤0.01%
21,970
+1,047
1937
$244K ﹤0.01%
+5,221
1938
$244K ﹤0.01%
19,313
-13,659
1939
$243K ﹤0.01%
+11,327
1940
$243K ﹤0.01%
+4,356
1941
$243K ﹤0.01%
+26,108
1942
$242K ﹤0.01%
2,417
-73
1943
$242K ﹤0.01%
6,154
-717
1944
$241K ﹤0.01%
+3,552
1945
$241K ﹤0.01%
+4,953
1946
$241K ﹤0.01%
8,860
+5,475
1947
$241K ﹤0.01%
50,129
+24,461
1948
$241K ﹤0.01%
+11,248
1949
$240K ﹤0.01%
+19,796
1950
$240K ﹤0.01%
+13,518
76 77
78
79 80