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
551
$5M 0.03%
147,413
+43,813
552
$5M 0.03%
205,627
+36,437
553
$4.99M 0.03%
112,996
+9,938
554
$4.98M 0.03%
83,452
+5,178
555
$4.97M 0.03%
41,323
+3,603
556
$4.95M 0.03%
177,959
+6,849
557
$4.94M 0.03%
17,334
+2,521
558
$4.93M 0.03%
165,781
+1,865
559
$4.93M 0.03%
40,889
+280
560
$4.92M 0.03%
260,453
+55,293
561
$4.9M 0.03%
142,939
-9,275
562
$4.89M 0.03%
85,721
+521
563
$4.87M 0.03%
308,123
+33,204
564
$4.86M 0.03%
40,331
-1,048
565
$4.85M 0.03%
61,417
-8,156
566
$4.84M 0.03%
140,145
+15,047
567
$4.84M 0.03%
49,314
+2,234
568
$4.83M 0.03%
165,326
+519
569
$4.74M 0.03%
84,483
+17,402
570
$4.73M 0.03%
111,897
+3,130
571
$4.72M 0.03%
112,690
+6,709
572
$4.7M 0.03%
159,020
+8,090
573
$4.69M 0.03%
225,194
-13,430
574
$4.69M 0.03%
36,512
+555
575
$4.67M 0.03%
98,226
+3,885
21 22
23
24 25