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
676
$3.48M 0.02%
898,304
+452,824
677
$3.46M 0.02%
31,212
+5,899
678
$3.44M 0.02%
39,273
+4,535
679
$3.43M 0.02%
17,213
+2,470
680
$3.42M 0.02%
112,107
+25,562
681
$3.42M 0.02%
164,639
+82,895
682
$3.42M 0.02%
224,079
-2,463
683
$3.4M 0.02%
18,142
+454
684
$3.37M 0.02%
57,603
+6,891
685
$3.37M 0.02%
73,689
+1,376
686
$3.35M 0.02%
41,276
+15,667
687
$3.35M 0.02%
105,142
-3,355
688
$3.34M 0.02%
52,675
+2,456
689
$3.34M 0.02%
78,535
-4,511
690
$3.34M 0.02%
114,101
-3,139
691
$3.34M 0.02%
40,289
+20,295
692
$3.33M 0.02%
41,051
-2,987
693
$3.32M 0.02%
308,311
+16,154
694
$3.32M 0.02%
24,866
-4,245
695
$3.31M 0.02%
291,258
-11,106
696
$3.29M 0.02%
142,023
-37,441
697
$3.28M 0.02%
67,025
-24,334
698
$3.28M 0.02%
101,891
+41,768
699
$3.27M 0.02%
84,263
-9,264
700
$3.27M 0.02%
56,468
+3,042
26 27
28
29 30