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
1976
$227K ﹤0.01%
13,141
+1,147
1977
$227K ﹤0.01%
4,318
-19
1978
$226K ﹤0.01%
10,653
-4,684
1979
$226K ﹤0.01%
39,846
-27,331
1980
$225K ﹤0.01%
8,505
+355
1981
$225K ﹤0.01%
7,722
-6,439
1982
$225K ﹤0.01%
12,237
+24
1983
$225K ﹤0.01%
16,025
+605
1984
$224K ﹤0.01%
+2,616
1985
$224K ﹤0.01%
11,128
+3,606
1986
$223K ﹤0.01%
+11,595
1987
$223K ﹤0.01%
+16,870
1988
$223K ﹤0.01%
+2,997
1989
$222K ﹤0.01%
3,603
+101
1990
$222K ﹤0.01%
5,940
-1,806
1991
$222K ﹤0.01%
2,751
-49
1992
$221K ﹤0.01%
+6,609
1993
$221K ﹤0.01%
+8,564
1994
$221K ﹤0.01%
16,589
-667
1995
$220K ﹤0.01%
11,283
-103
1996
$219K ﹤0.01%
14,682
+3,042
1997
$219K ﹤0.01%
+5,868
1998
$218K ﹤0.01%
+9,001
1999
$218K ﹤0.01%
9,667
-1,016
2000
$217K ﹤0.01%
2,823
+32
78 79
80
81 82