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 15.49%
3 Healthcare 12.76%
4 Industrials 9.46%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3.02M 0.02%
24,636
+11,198
727
$3.02M 0.02%
62,338
-529
728
$3M 0.02%
41,478
+1,281
729
$2.98M 0.02%
17,199
+1,981
730
$2.98M 0.02%
67,791
+10,982
731
$2.98M 0.02%
134,709
-26,903
732
$2.98M 0.02%
82,057
+26,625
733
$2.97M 0.02%
94,242
+51,556
734
$2.97M 0.02%
82,189
-424
735
$2.96M 0.02%
65,791
+3,659
736
$2.96M 0.02%
513,030
+98,997
737
$2.94M 0.02%
55,261
+5,444
738
$2.94M 0.02%
17,578
+778
739
$2.94M 0.02%
115,680
-2,316
740
$2.93M 0.02%
37,534
+837
741
$2.91M 0.02%
101,923
+8,284
742
$2.91M 0.02%
33,997
+1,892
743
$2.91M 0.02%
24,350
+280
744
$2.87M 0.02%
438,485
+34,643
745
$2.86M 0.02%
33,388
+1,476
746
$2.86M 0.02%
13,099
+535
747
$2.85M 0.02%
15,329
+1,099
748
$2.83M 0.02%
78,378
+10,912
749
$2.82M 0.02%
16,725
+318
750
$2.8M 0.02%
79,929
+368
28 29
30
31 32