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
801
$2.46M 0.02%
56,411
+5,527
802
$2.44M 0.02%
132,008
-2,937
803
$2.44M 0.02%
38,072
+2,482
804
$2.42M 0.02%
99,569
+5,649
805
$2.41M 0.02%
32,913
+5,098
806
$2.4M 0.02%
60,708
-3,359
807
$2.39M 0.02%
37,079
-1,574
808
$2.38M 0.02%
91,946
+34,517
809
$2.37M 0.02%
75,218
+4,467
810
$2.37M 0.02%
52,101
+6,621
811
$2.36M 0.02%
32,786
+4,859
812
$2.35M 0.02%
63,437
+18,984
813
$2.35M 0.02%
24,454
+3,630
814
$2.32M 0.02%
125,342
+28,795
815
$2.32M 0.02%
28,170
-1,776
816
$2.31M 0.02%
39,936
-10,440
817
$2.31M 0.02%
105,503
+47,364
818
$2.3M 0.02%
242,572
+18,880
819
$2.3M 0.02%
54,742
+111
820
$2.29M 0.02%
119,540
-3,053
821
$2.28M 0.02%
78,943
+13,969
822
$2.28M 0.02%
53,719
+19,061
823
$2.27M 0.02%
25,524
-3,001
824
$2.26M 0.02%
115,138
+78,143
825
$2.26M 0.02%
69,464
+19,769
31 32
33
34 35