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
1026
$1.37M 0.01%
27,098
+2,172
1027
$1.36M 0.01%
22,891
+1,128
1028
$1.36M 0.01%
10,050
+412
1029
$1.36M 0.01%
37,500
+1,167
1030
$1.35M 0.01%
4,833
+63
1031
$1.35M 0.01%
66,386
+20,790
1032
$1.35M 0.01%
48,932
-2,537
1033
$1.34M 0.01%
312,562
+193,517
1034
$1.34M 0.01%
26,074
+938
1035
$1.34M 0.01%
32,593
+2,948
1036
$1.34M 0.01%
24,489
+3,016
1037
$1.33M 0.01%
64,420
+2,840
1038
$1.33M 0.01%
22,519
+4,361
1039
$1.33M 0.01%
37,727
+24,556
1040
$1.33M 0.01%
30,087
+6,693
1041
$1.33M 0.01%
21,336
-402
1042
$1.33M 0.01%
11,852
-1,381
1043
$1.33M 0.01%
22,432
-793
1044
$1.32M 0.01%
14,489
+698
1045
$1.32M 0.01%
126,816
+4,379
1046
$1.32M 0.01%
16,496
-305
1047
$1.32M 0.01%
103,960
+8,115
1048
$1.31M 0.01%
44,885
-30,944
1049
$1.31M 0.01%
46,287
+230
1050
$1.31M 0.01%
17,125
+3,448
40 41
42
43 44