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
901
$1.81M 0.01%
218,460
-22,745
902
$1.81M 0.01%
56,788
-1,020
903
$1.81M 0.01%
55,002
+1,062
904
$1.8M 0.01%
52,376
+6,985
905
$1.79M 0.01%
63,486
-431
906
$1.79M 0.01%
206,416
+2,884
907
$1.79M 0.01%
30,482
+4,587
908
$1.78M 0.01%
15,906
-4,013
909
$1.77M 0.01%
70,553
-8,530
910
$1.76M 0.01%
18,861
+1,273
911
$1.75M 0.01%
19,119
+2,101
912
$1.75M 0.01%
10,608
-607
913
$1.74M 0.01%
56,987
+359
914
$1.74M 0.01%
62,213
+2,066
915
$1.73M 0.01%
25,005
+5,394
916
$1.73M 0.01%
18,809
+146
917
$1.72M 0.01%
11,280
+9,613
918
$1.72M 0.01%
34,220
-2,389
919
$1.72M 0.01%
291,061
+21,905
920
$1.72M 0.01%
185,396
+39,137
921
$1.72M 0.01%
21,382
+12,657
922
$1.71M 0.01%
104,355
-10,318
923
$1.71M 0.01%
16,466
+4,921
924
$1.71M 0.01%
30,218
+3,614
925
$1.69M 0.01%
135,664
+46,412
35 36
37
38 39