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
626
$4.12M 0.03%
50,824
-202
627
$4.11M 0.03%
18,682
+838
628
$4.11M 0.03%
117,653
-3,598
629
$4.1M 0.03%
71,784
+5,658
630
$4.08M 0.03%
263,706
+30,657
631
$4.06M 0.03%
68,560
-474
632
$4.03M 0.03%
122,626
-1,004
633
$4.03M 0.03%
34,593
+14,746
634
$4.03M 0.03%
121,368
-12,962
635
$4.02M 0.03%
49,884
+5,011
636
$4.02M 0.03%
128,559
+5,639
637
$3.99M 0.03%
102,190
-5,613
638
$3.97M 0.03%
99,743
+8,675
639
$3.97M 0.03%
38,443
+234
640
$3.96M 0.03%
199,112
+24,764
641
$3.95M 0.03%
23,886
+1,116
642
$3.92M 0.03%
264,229
+30,265
643
$3.91M 0.03%
255,866
+48,670
644
$3.89M 0.03%
130,831
+89,941
645
$3.89M 0.03%
165,090
+16,638
646
$3.89M 0.03%
155,159
-16,463
647
$3.89M 0.03%
54,201
+5,096
648
$3.86M 0.03%
73,387
+1,262
649
$3.85M 0.03%
+27,522
650
$3.81M 0.03%
293,296
+51,082
24 25
26
27 28