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
476
$6.2M 0.04%
36,153
-1,778
477
$6.16M 0.04%
43,215
+17,125
478
$6.14M 0.04%
98,413
-12,675
479
$6.13M 0.04%
99,890
+5,617
480
$6.13M 0.04%
94,199
+12,288
481
$6.09M 0.04%
45,999
+2,787
482
$6.09M 0.04%
342,948
+70,746
483
$6.05M 0.04%
100,441
+42,453
484
$6.05M 0.04%
49,095
+2,436
485
$6.01M 0.04%
42,881
+34,250
486
$6M 0.04%
1,520,415
+94,368
487
$5.98M 0.04%
38,682
+9,433
488
$5.95M 0.04%
29,952
+1,194
489
$5.89M 0.04%
733,905
+69,855
490
$5.88M 0.04%
75,048
+5,032
491
$5.87M 0.04%
65,857
+12,395
492
$5.86M 0.04%
+190,817
493
$5.86M 0.04%
122,161
+11,016
494
$5.85M 0.04%
1,079,510
+287,791
495
$5.83M 0.04%
87,598
+9,046
496
$5.81M 0.04%
180,781
+13,472
497
$5.8M 0.04%
25,054
+4,338
498
$5.78M 0.04%
739,236
+102,314
499
$5.77M 0.04%
255,395
-5,961
500
$5.73M 0.04%
84,085
-23,822
18 19
20
21 22