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
1076
$1.23M 0.01%
66,180
+1,985
1077
$1.23M 0.01%
31,844
+5,978
1078
$1.22M 0.01%
15,298
-1,406
1079
$1.22M 0.01%
45,947
+19,344
1080
$1.22M 0.01%
18,308
+2,412
1081
$1.22M 0.01%
15,130
+843
1082
$1.22M 0.01%
61,541
+27,867
1083
$1.21M 0.01%
9,416
+939
1084
$1.21M 0.01%
28,170
-426
1085
$1.21M 0.01%
17,507
-7,429
1086
$1.2M 0.01%
26,419
-821
1087
$1.19M 0.01%
29,974
+2,048
1088
$1.19M 0.01%
179,347
+38,215
1089
$1.19M 0.01%
13,468
-117
1090
$1.18M 0.01%
20,185
+2,298
1091
$1.18M 0.01%
79,164
-51,838
1092
$1.18M 0.01%
12,074
-34
1093
$1.18M 0.01%
22,591
+10,495
1094
$1.18M 0.01%
3,864
+214
1095
$1.17M 0.01%
27,241
+1,771
1096
$1.17M 0.01%
37,323
+1,380
1097
$1.17M 0.01%
39,596
-620
1098
$1.16M 0.01%
11,229
-210
1099
$1.16M 0.01%
21,844
+1,751
1100
$1.16M 0.01%
35,952
-2,809
42 43
44
45 46