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
1951
$239K ﹤0.01%
7,253
-312
1952
$239K ﹤0.01%
2,970
+38
1953
$238K ﹤0.01%
8,609
-1,339
1954
$238K ﹤0.01%
+4,324
1955
$237K ﹤0.01%
5,638
-211
1956
$236K ﹤0.01%
5,943
+841
1957
$236K ﹤0.01%
+8,248
1958
$235K ﹤0.01%
66,997
+34,899
1959
$235K ﹤0.01%
34,026
-984
1960
$235K ﹤0.01%
3,095
-3,548
1961
$234K ﹤0.01%
4,398
-1,727
1962
$233K ﹤0.01%
6,484
-2,720
1963
$233K ﹤0.01%
23,784
+11,608
1964
$232K ﹤0.01%
10,296
-3,010
1965
$231K ﹤0.01%
13,032
+706
1966
$230K ﹤0.01%
4,999
-2,249
1967
$230K ﹤0.01%
+18,055
1968
$229K ﹤0.01%
13,009
+1,140
1969
$229K ﹤0.01%
+6,004
1970
$229K ﹤0.01%
30,839
+19,278
1971
$228K ﹤0.01%
+10,243
1972
$228K ﹤0.01%
13,360
-120
1973
$228K ﹤0.01%
10,249
+136
1974
$228K ﹤0.01%
+14,267
1975
$227K ﹤0.01%
5,824
-1,284
77 78
79
80 81