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
276
$12.5M 0.09%
208,274
+8,709
277
$12.4M 0.08%
276,647
+5,909
278
$12.3M 0.08%
830,720
+82,995
279
$12.3M 0.08%
194,608
+35,017
280
$12.2M 0.08%
590,450
+95,320
281
$12.2M 0.08%
324,392
+69,865
282
$12.1M 0.08%
202,984
+13,133
283
$12.1M 0.08%
817,769
+14,937
284
$12.1M 0.08%
77,624
+7,990
285
$12.1M 0.08%
259,238
+91,815
286
$11.9M 0.08%
216,068
+12,370
287
$11.9M 0.08%
188,163
-28,332
288
$11.9M 0.08%
145,936
+6,043
289
$11.9M 0.08%
3,214,061
+346,955
290
$11.8M 0.08%
172,614
+14,052
291
$11.8M 0.08%
400,883
-81,315
292
$11.8M 0.08%
272,927
+10,305
293
$11.8M 0.08%
232,505
+19,126
294
$11.7M 0.08%
71,912
+29,016
295
$11.7M 0.08%
338,958
-1,217
296
$11.7M 0.08%
1,862,092
+122,518
297
$11.7M 0.08%
441,738
+205,640
298
$11.6M 0.08%
1,117,699
-90,066
299
$11.6M 0.08%
131,104
+5,483
300
$11.6M 0.08%
642,990
-25,245
10 11
12
13 14