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
526
$5.33M 0.04%
32,497
-859
527
$5.32M 0.04%
282,125
+189,698
528
$5.26M 0.04%
408,456
+78,288
529
$5.26M 0.04%
112,758
+2,707
530
$5.24M 0.04%
171,044
-17,179
531
$5.23M 0.04%
76,959
+2,419
532
$5.23M 0.04%
539,715
+31,538
533
$5.22M 0.04%
194,378
+113,036
534
$5.22M 0.04%
59,887
+5,049
535
$5.19M 0.04%
136,741
+19,498
536
$5.18M 0.04%
150,972
+24,577
537
$5.18M 0.04%
122,872
-4,959
538
$5.16M 0.04%
124,870
-2,752
539
$5.16M 0.04%
141,144
-11,372
540
$5.15M 0.04%
165,454
+48,885
541
$5.12M 0.04%
40,594
+1,385
542
$5.09M 0.03%
88,929
-1,598
543
$5.08M 0.03%
31,875
+8,871
544
$5.06M 0.03%
93,206
+4,021
545
$5.05M 0.03%
48,765
+14,925
546
$5.04M 0.03%
93,170
+1,412
547
$5.03M 0.03%
211,581
+2,021
548
$5.03M 0.03%
268,824
+8,608
549
$5.01M 0.03%
5,133
-347
550
$5M 0.03%
216,644
+16,272
20 21
22
23 24