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
1051
$1.31M 0.01%
58,063
-8,162
1052
$1.31M 0.01%
29,516
-235
1053
$1.31M 0.01%
19,109
-1,422
1054
$1.31M 0.01%
8,468
+653
1055
$1.31M 0.01%
32,210
+1,969
1056
$1.3M 0.01%
6,793
+706
1057
$1.3M 0.01%
29,399
-333
1058
$1.29M 0.01%
36,294
+2,176
1059
$1.29M 0.01%
158,030
+26,018
1060
$1.29M 0.01%
38,889
+5,103
1061
$1.28M 0.01%
54,008
+4,923
1062
$1.27M 0.01%
143,771
+26,257
1063
$1.27M 0.01%
1,951
-597
1064
$1.27M 0.01%
28,245
+352
1065
$1.27M 0.01%
13,034
+2,219
1066
$1.26M 0.01%
6,146
-12
1067
$1.26M 0.01%
40,905
+647
1068
$1.26M 0.01%
31,040
+2,907
1069
$1.25M 0.01%
55,778
+36,549
1070
$1.25M 0.01%
39,024
+668
1071
$1.25M 0.01%
14,733
+6,198
1072
$1.25M 0.01%
32,464
+4,521
1073
$1.25M 0.01%
42,817
-1,730
1074
$1.23M 0.01%
56,831
-12,668
1075
$1.23M 0.01%
25,019
+187
41 42
43
44 45