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
351
$9.58M 0.07%
111,119
+5,272
352
$9.53M 0.07%
97,050
+9,507
353
$9.41M 0.06%
152,573
+1,141
354
$9.36M 0.06%
427,379
-10,582
355
$9.3M 0.06%
124,813
+684
356
$9.29M 0.06%
109,628
+6,420
357
$9.27M 0.06%
185,849
-12,468
358
$9.2M 0.06%
572,883
+1,444
359
$9.19M 0.06%
844,121
+178,287
360
$9.16M 0.06%
134,701
-33,079
361
$9.14M 0.06%
75,431
+676
362
$9.14M 0.06%
217,008
+9,399
363
$9.1M 0.06%
101,593
+5,854
364
$9.09M 0.06%
212,768
-122,825
365
$9.06M 0.06%
2,197,233
+583,358
366
$8.92M 0.06%
256,503
+4,680
367
$8.85M 0.06%
187,673
+3,597
368
$8.85M 0.06%
83,189
+15,446
369
$8.7M 0.06%
139,806
+30,357
370
$8.67M 0.06%
292,952
+6,321
371
$8.66M 0.06%
55,989
+2,037
372
$8.65M 0.06%
216,847
-77,875
373
$8.64M 0.06%
151,007
+11,472
374
$8.6M 0.06%
146,351
+2,932
375
$8.59M 0.06%
273,595
+47,012
13 14
15
16 17