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
576
$4.66M 0.03%
71,748
+1,016
577
$4.65M 0.03%
122,259
+10,058
578
$4.64M 0.03%
270,430
+61,223
579
$4.62M 0.03%
191,247
+23,223
580
$4.62M 0.03%
34,831
+3,797
581
$4.61M 0.03%
121,162
-3,051
582
$4.6M 0.03%
115,435
-3,142
583
$4.59M 0.03%
119,302
-13,372
584
$4.59M 0.03%
127,563
-8,089
585
$4.59M 0.03%
51,083
+12,230
586
$4.57M 0.03%
48,678
+1,265
587
$4.54M 0.03%
93,018
+46,405
588
$4.52M 0.03%
51,485
+2,492
589
$4.51M 0.03%
48,950
-3,376
590
$4.51M 0.03%
96,929
-2,167
591
$4.51M 0.03%
263,986
-31,215
592
$4.48M 0.03%
220,120
+40,482
593
$4.46M 0.03%
133,912
+2,320
594
$4.45M 0.03%
509,811
+10,652
595
$4.45M 0.03%
283,120
+18,972
596
$4.42M 0.03%
83,580
+10,268
597
$4.42M 0.03%
46,364
+1,346
598
$4.39M 0.03%
54,575
+445
599
$4.39M 0.03%
148,263
-49,638
600
$4.38M 0.03%
240,520
-4,184
22 23
24
25 26