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
226
$15.1M 0.1%
20,914
-347
227
$15.1M 0.1%
153,952
+20,077
228
$15M 0.1%
86,139
+4,891
229
$14.9M 0.1%
1,891,658
-30,386
230
$14.9M 0.1%
114,001
+3,457
231
$14.8M 0.1%
679,126
+14,835
232
$14.7M 0.1%
219,327
+4,336
233
$14.7M 0.1%
709,755
-33,336
234
$14.7M 0.1%
266,375
-96,961
235
$14.7M 0.1%
123,486
+6,744
236
$14.6M 0.1%
112,806
-5,281
237
$14.6M 0.1%
212,865
-3,701
238
$14.5M 0.1%
1,793,141
+183,012
239
$14.4M 0.1%
194,590
+13,691
240
$14.3M 0.1%
168,264
-4,878
241
$14.3M 0.1%
127,511
+8,942
242
$14.2M 0.1%
257,427
+11,547
243
$14.2M 0.1%
222,245
+20,552
244
$14.2M 0.1%
173,272
+42,941
245
$14.1M 0.1%
227,615
+2,188
246
$14.1M 0.1%
970,241
+86,768
247
$14M 0.1%
260,273
+14,424
248
$14M 0.1%
876,994
+26,202
249
$13.8M 0.09%
336,751
+21,454
250
$13.8M 0.09%
160,217
+5,676
8 9
10
11 12