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
826
$2.26M 0.02%
45,507
+7,055
827
$2.25M 0.02%
43,981
+4,979
828
$2.24M 0.02%
82,796
+12,316
829
$2.24M 0.02%
255,651
-77,013
830
$2.23M 0.02%
27,924
+77
831
$2.23M 0.02%
161,740
+28,435
832
$2.21M 0.02%
66,131
+27,138
833
$2.21M 0.02%
94,983
-10,922
834
$2.21M 0.02%
55,791
-519
835
$2.21M 0.02%
21,280
+5,288
836
$2.21M 0.02%
141,711
+46,430
837
$2.19M 0.02%
37,980
+2,625
838
$2.19M 0.02%
73,589
-5,701
839
$2.19M 0.02%
156,487
-10,211
840
$2.16M 0.01%
28,571
-132
841
$2.16M 0.01%
48,091
-6,563
842
$2.16M 0.01%
40,812
-2,740
843
$2.16M 0.01%
231,605
+321
844
$2.15M 0.01%
30,443
+3,240
845
$2.14M 0.01%
605,784
+154,894
846
$2.12M 0.01%
23,521
+2,243
847
$2.11M 0.01%
38,585
+18,822
848
$2.11M 0.01%
42,663
+10,846
849
$2.11M 0.01%
31,214
+1,838
850
$2.11M 0.01%
103,473
+700
32 33
34
35 36