AG
Aperio Group Portfolio holdings
AUM
$33.8B
This Quarter Return
-5.84%
1 Year Return
+31.39%
3 Year Return
+70.33%
5 Year Return
+145.91%
10 Year Return
–
AUM
$9.83B
AUM Growth
+$9.83B
(+1.5%)
Cap. Flow
+$937M
Cap. Flow
% of AUM
9.53%
Top 10 Holdings %
Top 10 Hldgs %
12.03%
Holding
2,110
New
102
Increased
1,275
Reduced
544
Closed
175
Top Buys
| 1 |
MFA
MFA Financial
MFA
|
$19.8M |
| 2 |
Public Service Enterprise Group
PEG
|
$18.9M |
| 3 |
AstraZeneca
AZN
|
$18.6M |
| 4 |
Johnson & Johnson
JNJ
|
$17.1M |
| 5 |
Microsoft
MSFT
|
$16.7M |
Top Sells
| 1 |
DTV
DIRECTV COM STK (DE)
DTV
|
$22.2M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$17.1M |
| 3 |
IBM
IBM
|
$8.46M |
| 4 |
Honda
HMC
|
$7.2M |
| 5 |
Medtronic
MDT
|
$7.13M |
Sector Composition
| 1 | Financials | 17.62% |
| 2 | Healthcare | 14.74% |
| 3 | Technology | 14.27% |
| 4 | Consumer Staples | 8.77% |
| 5 | Consumer Discretionary | 8.54% |