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
2101
$116K ﹤0.01%
22,481
+9,117
2102
$115K ﹤0.01%
16,256
-1,117
2103
$114K ﹤0.01%
+119
2104
$113K ﹤0.01%
+15,297
2105
$110K ﹤0.01%
3,634
+245
2106
$108K ﹤0.01%
1,379
-57
2107
$106K ﹤0.01%
10,395
-3,760
2108
$104K ﹤0.01%
+2,813
2109
$101K ﹤0.01%
5,109
+1,504
2110
$101K ﹤0.01%
+10,711
2111
$100K ﹤0.01%
+20,876
2112
$93K ﹤0.01%
+10,682
2113
$93K ﹤0.01%
+10,460
2114
$92K ﹤0.01%
10,141
-23,007
2115
$90K ﹤0.01%
11,005
-678
2116
$88K ﹤0.01%
+12,323
2117
$86K ﹤0.01%
14,310
-1,835
2118
$85K ﹤0.01%
26,396
+1,476
2119
$81K ﹤0.01%
10,840
2120
$80K ﹤0.01%
+11,554
2121
$76K ﹤0.01%
12,372
+1,010
2122
$72K ﹤0.01%
2,738
+1,745
2123
$66K ﹤0.01%
+12,086
2124
$59K ﹤0.01%
1,472
+319
2125
$58K ﹤0.01%
21,724
-6,038
83 84
85
86 87