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
426
$7.34M 0.05%
1,301,512
+604,540
427
$7.33M 0.05%
222,251
+21,545
428
$7.28M 0.05%
97,880
+2,218
429
$7.21M 0.05%
245,202
+31,091
430
$7.21M 0.05%
406,135
-84,612
431
$7.17M 0.05%
78,732
-21,322
432
$7.16M 0.05%
1,078,045
+222,766
433
$7.12M 0.05%
110,222
+6,118
434
$7.09M 0.05%
74,256
+575
435
$7.03M 0.05%
143,108
+15,446
436
$7.03M 0.05%
378,930
+48,330
437
$7.03M 0.05%
211,983
+87,449
438
$7M 0.05%
14,615
+178
439
$6.99M 0.05%
296,621
-18,963
440
$6.99M 0.05%
196,083
+3,987
441
$6.95M 0.05%
67,760
+6,227
442
$6.94M 0.05%
72,515
+4,500
443
$6.94M 0.05%
92,730
+12,329
444
$6.92M 0.05%
117,606
+25,797
445
$6.9M 0.05%
26,344
+13,076
446
$6.86M 0.05%
252,036
+19,572
447
$6.85M 0.05%
512,444
-35,057
448
$6.76M 0.05%
336,575
-74,699
449
$6.76M 0.05%
88,106
-20,386
450
$6.69M 0.05%
107,115
+37,273
16 17
18
19 20