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
2076
$161K ﹤0.01%
7,081
-1,028
2077
$158K ﹤0.01%
15,988
+1,021
2078
$157K ﹤0.01%
+10,302
2079
$155K ﹤0.01%
35,990
+16,192
2080
$154K ﹤0.01%
111,895
+19,144
2081
$152K ﹤0.01%
12,623
+1,436
2082
$149K ﹤0.01%
10,514
-362
2083
$149K ﹤0.01%
+10,196
2084
$146K ﹤0.01%
18,607
-4,826
2085
$145K ﹤0.01%
+11,813
2086
$143K ﹤0.01%
17,770
-1,591
2087
$140K ﹤0.01%
+11,517
2088
$139K ﹤0.01%
32,405
-1,119
2089
$135K ﹤0.01%
14,338
+1,511
2090
$135K ﹤0.01%
14,333
+5,342
2091
$132K ﹤0.01%
727
-150
2092
$130K ﹤0.01%
12,712
-288
2093
$126K ﹤0.01%
19,954
-1,712
2094
$125K ﹤0.01%
+10,201
2095
$121K ﹤0.01%
+10,971
2096
$121K ﹤0.01%
29,791
+1,529
2097
$119K ﹤0.01%
+10,793
2098
$118K ﹤0.01%
16,729
-1,627
2099
$118K ﹤0.01%
14,598
+933
2100
$116K ﹤0.01%
6,817
+2,333
82 83
84
85 86