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
326
$10.6M 0.07%
101,199
+2,693
327
$10.6M 0.07%
332,653
-8,271
328
$10.5M 0.07%
57,259
+6,139
329
$10.4M 0.07%
246,233
+50,332
330
$10.4M 0.07%
131,154
+7,140
331
$10.4M 0.07%
195,143
+8,129
332
$10.4M 0.07%
409,986
+4,920
333
$10.4M 0.07%
216,302
+5,107
334
$10.3M 0.07%
124,042
-11,633
335
$10.3M 0.07%
413,757
+32,405
336
$10.2M 0.07%
25,563
+1,506
337
$10.2M 0.07%
229,879
+52,805
338
$10.2M 0.07%
954,748
+87,472
339
$10.1M 0.07%
148,571
+10,405
340
$10.1M 0.07%
287,890
+13,362
341
$10.1M 0.07%
268,821
+20,864
342
$10M 0.07%
323,546
-1,127
343
$9.99M 0.07%
207,850
-9,697
344
$9.86M 0.07%
139,511
-2,888
345
$9.76M 0.07%
126,283
+10,928
346
$9.74M 0.07%
119,507
+49,280
347
$9.71M 0.07%
112,142
+7,997
348
$9.69M 0.07%
285,295
+7,058
349
$9.64M 0.07%
169,780
+26,960
350
$9.59M 0.07%
70,802
+19,603
12 13
14
15 16