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
776
$2.62M 0.02%
22,842
+2,064
777
$2.61M 0.02%
50,495
+2,273
778
$2.6M 0.02%
74,879
+3,000
779
$2.6M 0.02%
37,389
-571
780
$2.59M 0.02%
54,792
+5,688
781
$2.58M 0.02%
50,137
+8,098
782
$2.58M 0.02%
157,170
-1,123
783
$2.57M 0.02%
38,756
+10,918
784
$2.55M 0.02%
39,250
-455
785
$2.55M 0.02%
37,141
-1,154
786
$2.54M 0.02%
41,992
+9,956
787
$2.54M 0.02%
36,826
+2,834
788
$2.54M 0.02%
34,098
+7,102
789
$2.53M 0.02%
47,695
-2,285
790
$2.52M 0.02%
56,624
+10,886
791
$2.51M 0.02%
89,249
+5,149
792
$2.5M 0.02%
44,850
+3,095
793
$2.5M 0.02%
10
+6
794
$2.5M 0.02%
48,058
-393
795
$2.5M 0.02%
30,596
+1,877
796
$2.48M 0.02%
68,357
-1,395
797
$2.48M 0.02%
20,150
+2,008
798
$2.47M 0.02%
47,950
+5,629
799
$2.47M 0.02%
91,236
+668
800
$2.46M 0.02%
110,704
-11,595
30 31
32
33 34