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
1001
$1.43M 0.01%
168,840
+41,575
1002
$1.42M 0.01%
38,453
+5,107
1003
$1.42M 0.01%
32,630
+1,153
1004
$1.42M 0.01%
45,398
+13,766
1005
$1.41M 0.01%
53,106
+13,774
1006
$1.41M 0.01%
45,419
+3,484
1007
$1.41M 0.01%
21,850
-203
1008
$1.41M 0.01%
27,279
+14,335
1009
$1.41M 0.01%
20,731
+636
1010
$1.41M 0.01%
15,267
+1,786
1011
$1.41M 0.01%
74,832
-7,614
1012
$1.4M 0.01%
23,753
+298
1013
$1.4M 0.01%
14,413
-674
1014
$1.4M 0.01%
69,513
+8,868
1015
$1.4M 0.01%
41,356
-7,048
1016
$1.39M 0.01%
72,756
+5,578
1017
$1.39M 0.01%
67,355
+1,324
1018
$1.39M 0.01%
+58,131
1019
$1.39M 0.01%
25,165
+2,618
1020
$1.37M 0.01%
8,835
+4,385
1021
$1.37M 0.01%
47,166
+2,578
1022
$1.37M 0.01%
19,406
+3,303
1023
$1.37M 0.01%
11,395
-260
1024
$1.37M 0.01%
26,084
+7,223
1025
$1.37M 0.01%
16,310
-781
39 40
41
42 43