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
51
$50.8M 0.35%
424,153
+27,216
52
$49.8M 0.34%
399,821
+4,203
53
$48.2M 0.33%
740,427
+1,533
54
$47.9M 0.33%
616,339
+43,044
55
$47.4M 0.32%
606,797
+23,720
56
$47.1M 0.32%
1,278,457
+55,829
57
$47M 0.32%
280,149
+16,211
58
$46M 0.31%
299,534
+4,678
59
$45.4M 0.31%
821,140
+240,690
60
$45.1M 0.31%
374,267
-24,715
61
$44.3M 0.3%
794,783
+53,672
62
$43.3M 0.3%
245,030
+10,082
63
$43.2M 0.3%
407,712
+10,756
64
$43.2M 0.3%
421,749
-830
65
$43.1M 0.29%
817,302
+22,477
66
$43M 0.29%
737,008
+49,755
67
$42.7M 0.29%
728,801
+65,778
68
$41.7M 0.29%
1,335,014
+75,014
69
$41.7M 0.29%
662,153
+23,895
70
$41.1M 0.28%
488,366
+34,543
71
$40.2M 0.28%
370,424
-17,079
72
$40.2M 0.27%
569,432
+28,425
73
$39.9M 0.27%
149,092
+8,036
74
$39.4M 0.27%
258,647
+26,807
75
$39M 0.27%
534,914
+24,979
1 2
3
4 5