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
651
$3.81M 0.03%
77,118
+9,273
652
$3.8M 0.03%
33,124
-1,697
653
$3.79M 0.03%
34,040
+4,908
654
$3.77M 0.03%
107,744
+3,441
655
$3.77M 0.03%
45,441
-4,550
656
$3.77M 0.03%
30,265
+8,505
657
$3.74M 0.03%
76,153
+22,342
658
$3.74M 0.03%
57,253
-4,287
659
$3.74M 0.03%
51,962
+1,542
660
$3.73M 0.03%
155,946
+8,703
661
$3.73M 0.03%
29,813
-1,195
662
$3.69M 0.03%
34,926
+1,792
663
$3.68M 0.03%
126,550
-9,662
664
$3.68M 0.03%
175,750
+7,830
665
$3.65M 0.02%
75,669
+7,109
666
$3.64M 0.02%
1,728
-244
667
$3.63M 0.02%
35,378
+8,194
668
$3.63M 0.02%
35,064
-3,879
669
$3.62M 0.02%
49,632
+6,237
670
$3.6M 0.02%
5,864
+917
671
$3.56M 0.02%
274,004
-133,104
672
$3.54M 0.02%
69,537
-1,674
673
$3.5M 0.02%
60,721
+18,706
674
$3.5M 0.02%
413,080
+128,186
675
$3.48M 0.02%
311,599
-31,771
25 26
27
28 29