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
876
$1.97M 0.01%
32,664
+2,486
877
$1.97M 0.01%
72,711
+13,995
878
$1.96M 0.01%
+36,011
879
$1.96M 0.01%
21,386
-707
880
$1.95M 0.01%
33,404
-1,071
881
$1.94M 0.01%
50,152
+15,738
882
$1.94M 0.01%
35,581
+2,333
883
$1.93M 0.01%
236,748
-26,579
884
$1.93M 0.01%
78,626
-11,447
885
$1.93M 0.01%
61,335
+3,042
886
$1.92M 0.01%
68,607
+4,711
887
$1.92M 0.01%
26,102
+8,016
888
$1.91M 0.01%
45,608
+13,398
889
$1.89M 0.01%
17,096
+35
890
$1.89M 0.01%
28,452
-34,165
891
$1.88M 0.01%
35,149
-79
892
$1.87M 0.01%
48,587
+3,351
893
$1.86M 0.01%
150,912
-301
894
$1.86M 0.01%
31,763
+8,294
895
$1.86M 0.01%
26,667
+1,857
896
$1.85M 0.01%
21,301
+964
897
$1.84M 0.01%
65,127
-1,890
898
$1.82M 0.01%
51,510
+5,763
899
$1.82M 0.01%
95,030
-13,998
900
$1.81M 0.01%
54,809
+5,258
34 35
36
37 38