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
376
$8.58M 0.06%
159,579
+22,369
377
$8.57M 0.06%
99,162
+2,392
378
$8.5M 0.06%
153,254
-5,973
379
$8.48M 0.06%
249,350
+81,048
380
$8.47M 0.06%
106,843
+1,943
381
$8.44M 0.06%
452,202
+35,504
382
$8.43M 0.06%
656,740
+29,860
383
$8.4M 0.06%
181,957
-1,602
384
$8.39M 0.06%
2,197,065
+1,454,152
385
$8.38M 0.06%
142,288
+7,941
386
$8.37M 0.06%
166,704
-2,797
387
$8.37M 0.06%
364,997
+29,384
388
$8.3M 0.06%
150,847
-2,198
389
$8.27M 0.06%
100,422
-8,992
390
$8.25M 0.06%
165,486
+7,697
391
$8.24M 0.06%
106,924
+3,607
392
$8.21M 0.06%
478,619
-18,474
393
$8.21M 0.06%
9,329
+92
394
$8.19M 0.06%
88,002
+28,643
395
$8.15M 0.06%
178,118
-4,435
396
$8.1M 0.06%
896,066
+342,208
397
$7.96M 0.05%
203,230
+12,203
398
$7.94M 0.05%
141,526
+18,040
399
$7.94M 0.05%
258,205
+30,130
400
$7.93M 0.05%
122,208
-1,988
14 15
16
17 18