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
501
$5.71M 0.04%
70,367
-700
502
$5.68M 0.04%
72,414
+3,548
503
$5.68M 0.04%
172,216
+141,013
504
$5.67M 0.04%
154,071
-8,213
505
$5.66M 0.04%
152,510
+6,292
506
$5.64M 0.04%
169,472
+25,118
507
$5.63M 0.04%
175,282
-17,273
508
$5.62M 0.04%
56,292
+1,853
509
$5.61M 0.04%
60,712
-3,573
510
$5.57M 0.04%
377,606
-16,402
511
$5.54M 0.04%
123,910
+13,275
512
$5.53M 0.04%
81,433
+1,727
513
$5.49M 0.04%
161,448
+1,117
514
$5.47M 0.04%
110,793
-18,291
515
$5.46M 0.04%
148,108
+10,308
516
$5.44M 0.04%
45,413
+2,033
517
$5.4M 0.04%
169,889
+2,789
518
$5.39M 0.04%
89,198
+38,019
519
$5.36M 0.04%
29,099
+9,357
520
$5.36M 0.04%
400,545
+1,320
521
$5.35M 0.04%
61,871
+2,818
522
$5.35M 0.04%
56,265
+2,750
523
$5.35M 0.04%
79,082
-39,835
524
$5.34M 0.04%
54,482
+1,477
525
$5.34M 0.04%
85,076
+22,148
19 20
21
22 23