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
926
$1.69M 0.01%
57,149
-2,392
927
$1.68M 0.01%
37,167
+7,864
928
$1.68M 0.01%
+100,136
929
$1.68M 0.01%
12,301
+1,719
930
$1.68M 0.01%
30,212
+2,258
931
$1.67M 0.01%
405,463
-71,576
932
$1.67M 0.01%
125,471
+8,508
933
$1.66M 0.01%
81,158
+9,503
934
$1.66M 0.01%
42,363
+32
935
$1.65M 0.01%
70,847
+3,393
936
$1.65M 0.01%
29,406
-458
937
$1.64M 0.01%
86,394
+20,912
938
$1.64M 0.01%
22,725
+11,430
939
$1.63M 0.01%
135,676
-64,610
940
$1.63M 0.01%
36,593
+7,379
941
$1.63M 0.01%
124,118
+19,853
942
$1.62M 0.01%
98,152
+30,708
943
$1.61M 0.01%
44,542
+120
944
$1.61M 0.01%
61,086
-3,198
945
$1.6M 0.01%
121,325
-16,770
946
$1.59M 0.01%
35,231
+3,820
947
$1.59M 0.01%
38,696
+520
948
$1.58M 0.01%
1,333
+171
949
$1.58M 0.01%
44,029
+15,827
950
$1.57M 0.01%
81,479
+6,336
36 37
38
39 40