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
951
$1.57M 0.01%
43,074
-631
952
$1.57M 0.01%
32,953
+7,148
953
$1.57M 0.01%
20,977
+6,471
954
$1.57M 0.01%
28,092
+3,351
955
$1.56M 0.01%
107,661
+14,204
956
$1.55M 0.01%
75,227
+8,464
957
$1.55M 0.01%
22,357
-2,713
958
$1.55M 0.01%
14,375
+817
959
$1.54M 0.01%
12,345
-1,330
960
$1.54M 0.01%
136,073
+21,313
961
$1.54M 0.01%
72,123
+1,487
962
$1.54M 0.01%
34,507
+3,180
963
$1.54M 0.01%
30,026
+4,676
964
$1.53M 0.01%
45,910
+22,465
965
$1.53M 0.01%
33,589
+3,278
966
$1.53M 0.01%
46,210
+1,908
967
$1.53M 0.01%
24,543
-1,338
968
$1.52M 0.01%
12,783
+1,691
969
$1.52M 0.01%
56,230
-3,260
970
$1.52M 0.01%
80,781
+5,891
971
$1.52M 0.01%
19,773
+779
972
$1.52M 0.01%
27,300
+11,191
973
$1.52M 0.01%
20,383
+3,488
974
$1.51M 0.01%
19,630
+3,094
975
$1.5M 0.01%
25,302
+989
37 38
39
40 41