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
401
$7.93M 0.05%
111,907
+23,201
402
$7.89M 0.05%
187,208
+6,009
403
$7.87M 0.05%
256,589
+30,714
404
$7.87M 0.05%
109,109
+10,438
405
$7.83M 0.05%
440,160
+32,068
406
$7.83M 0.05%
193,984
+11,393
407
$7.79M 0.05%
194,443
+4,929
408
$7.77M 0.05%
130,148
+15,004
409
$7.74M 0.05%
1,460,771
+114,954
410
$7.71M 0.05%
294,478
+240,961
411
$7.67M 0.05%
1,184,186
+239,706
412
$7.64M 0.05%
87,951
+4,186
413
$7.6M 0.05%
495,495
+56,447
414
$7.55M 0.05%
145,913
-6,168
415
$7.54M 0.05%
66,315
+5,055
416
$7.54M 0.05%
163,943
+13,346
417
$7.53M 0.05%
552,622
+96,435
418
$7.52M 0.05%
19,415
-2,375
419
$7.52M 0.05%
43,582
+3,901
420
$7.51M 0.05%
68,714
-1,119
421
$7.49M 0.05%
177,665
-11,153
422
$7.47M 0.05%
554,949
+325,588
423
$7.46M 0.05%
32,029
+2,031
424
$7.4M 0.05%
111,035
+1,535
425
$7.35M 0.05%
91,321
+14,493
15 16
17
18 19