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
851
$2.11M 0.01%
116,151
+48,869
852
$2.1M 0.01%
17,923
+2,104
853
$2.1M 0.01%
113,506
+17,294
854
$2.1M 0.01%
10,839
-748
855
$2.1M 0.01%
25,983
-269
856
$2.09M 0.01%
197,224
857
$2.09M 0.01%
60,231
+7,145
858
$2.09M 0.01%
30,925
-1,103
859
$2.08M 0.01%
71,021
+5,882
860
$2.06M 0.01%
21,220
-2,981
861
$2.05M 0.01%
13,528
-703
862
$2.04M 0.01%
120,043
-21,400
863
$2.04M 0.01%
41,697
-2,098
864
$2.04M 0.01%
59,449
-7,297
865
$2.03M 0.01%
71,133
+11,226
866
$2.02M 0.01%
63,040
+13,660
867
$2.02M 0.01%
98,514
+8,346
868
$2.01M 0.01%
89,934
+42,558
869
$2M 0.01%
32,822
+21,854
870
$1.99M 0.01%
22,170
-7
871
$1.99M 0.01%
33,833
+5,364
872
$1.99M 0.01%
31,602
+3,053
873
$1.99M 0.01%
55,357
+5,518
874
$1.98M 0.01%
32,606
+1,503
875
$1.98M 0.01%
163,194
+10,556
33 34
35
36 37