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
976
$1.5M 0.01%
92,908
+44,335
977
$1.5M 0.01%
27,477
-1,328
978
$1.5M 0.01%
1,541
-15
979
$1.48M 0.01%
116,334
+5,783
980
$1.48M 0.01%
21,837
-528
981
$1.47M 0.01%
120,344
-13,301
982
$1.47M 0.01%
80,080
-2,240
983
$1.47M 0.01%
31,227
+1,928
984
$1.47M 0.01%
114,136
+12,767
985
$1.47M 0.01%
35,024
-2,567
986
$1.47M 0.01%
7,196
+195
987
$1.47M 0.01%
30,163
-3,133
988
$1.47M 0.01%
24,607
+2,933
989
$1.46M 0.01%
21,498
-480
990
$1.46M 0.01%
39,507
+2,103
991
$1.46M 0.01%
116,558
+11,773
992
$1.45M 0.01%
23,068
+420
993
$1.44M 0.01%
24,658
-3,573
994
$1.44M 0.01%
254,713
+798
995
$1.43M 0.01%
19,463
-2,601
996
$1.43M 0.01%
3,163
-74
997
$1.43M 0.01%
23,743
-548
998
$1.43M 0.01%
17,179
-828
999
$1.43M 0.01%
37,654
+1,124
1000
$1.43M 0.01%
129,321
-69,207
38 39
40
41 42