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
701
$3.27M 0.02%
53,641
+946
702
$3.27M 0.02%
160,803
+20,100
703
$3.27M 0.02%
22,026
+44
704
$3.25M 0.02%
58,322
+20,411
705
$3.25M 0.02%
94,492
+11,126
706
$3.24M 0.02%
159,889
+7,555
707
$3.24M 0.02%
30,295
-2,605
708
$3.23M 0.02%
117,934
+3,849
709
$3.23M 0.02%
221,086
-69,855
710
$3.21M 0.02%
16,416
+4,055
711
$3.2M 0.02%
77,512
+5,516
712
$3.2M 0.02%
307,322
+7,188
713
$3.19M 0.02%
90,073
+9,361
714
$3.19M 0.02%
89,424
+25,908
715
$3.17M 0.02%
5,083
-141
716
$3.14M 0.02%
30,831
+3,437
717
$3.13M 0.02%
51,818
-4,894
718
$3.13M 0.02%
94,201
-6,757
719
$3.13M 0.02%
220,986
+27,574
720
$3.11M 0.02%
51,913
-4,726
721
$3.11M 0.02%
122,907
+13,015
722
$3.1M 0.02%
117,804
+2,869
723
$3.08M 0.02%
175,807
+381
724
$3.05M 0.02%
50,552
+1,101
725
$3.05M 0.02%
192,915
+796
27 28
29
30 31