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
26
$90.9M 0.62%
1,632,366
+22,896
27
$88M 0.6%
2,340,842
+112,192
28
$86.2M 0.59%
970,495
+19,429
29
$82.5M 0.56%
1,989,460
+162,120
30
$78.3M 0.54%
1,606,800
+123,846
31
$77.4M 0.53%
720,761
+17,215
32
$75.3M 0.51%
1,773,326
-316,798
33
$69.7M 0.48%
298,046
+37,743
34
$68.8M 0.47%
1,149,615
+54,616
35
$66.6M 0.46%
513,717
+3,610
36
$66M 0.45%
1,479,875
+7,013
37
$64.1M 0.44%
1,952,757
+324,461
38
$63.4M 0.43%
561,679
+61,626
39
$61.7M 0.42%
515,169
+14,600
40
$60.6M 0.41%
1,177,666
-6,213
41
$58.2M 0.4%
1,004,602
+612,879
42
$57M 0.39%
418,512
+14,960
43
$56.5M 0.39%
1,319,194
+162,523
44
$55.8M 0.38%
711,132
+213,343
45
$54.9M 0.38%
334,539
+25,405
46
$52.7M 0.36%
468,821
+15,264
47
$52.1M 0.36%
646,410
+35,547
48
$51.7M 0.35%
777,532
+66,916
49
$51.4M 0.35%
990,480
+584,090
50
$51.1M 0.35%
837,046
-53,423
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