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
751
$2.79M 0.02%
122,143
-10,609
752
$2.78M 0.02%
118,968
-306
753
$2.76M 0.02%
33,257
+2,783
754
$2.75M 0.02%
195,984
+54,422
755
$2.74M 0.02%
59,581
+4,404
756
$2.71M 0.02%
99,198
-11,094
757
$2.7M 0.02%
54,100
+3,476
758
$2.7M 0.02%
152,203
+560
759
$2.7M 0.02%
75,677
+8,036
760
$2.69M 0.02%
132,949
+18,702
761
$2.68M 0.02%
28,762
+8,980
762
$2.68M 0.02%
77,436
+25,528
763
$2.67M 0.02%
27,426
+19,014
764
$2.67M 0.02%
112,593
-6
765
$2.65M 0.02%
14,534
+668
766
$2.65M 0.02%
90,283
+5,900
767
$2.65M 0.02%
29,912
+1,591
768
$2.65M 0.02%
51,813
-293
769
$2.65M 0.02%
32,078
+1,710
770
$2.65M 0.02%
45,580
+6,371
771
$2.65M 0.02%
98,672
+25,504
772
$2.64M 0.02%
479,762
+3,070
773
$2.64M 0.02%
28,204
+3,849
774
$2.63M 0.02%
317,519
+43,253
775
$2.63M 0.02%
53,927
+25,219
29 30
31
32 33