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
1101
$1.16M 0.01%
17,689
+4,396
1102
$1.16M 0.01%
8,845
+285
1103
$1.16M 0.01%
13,393
+5,430
1104
$1.16M 0.01%
22,576
-13,416
1105
$1.15M 0.01%
10,270
+62
1106
$1.15M 0.01%
12,578
+733
1107
$1.14M 0.01%
11,655
+2,651
1108
$1.14M 0.01%
18,750
-118
1109
$1.14M 0.01%
108,148
-18,844
1110
$1.14M 0.01%
42,712
+3,583
1111
$1.14M 0.01%
16,743
+1,470
1112
$1.13M 0.01%
676,182
+36,178
1113
$1.13M 0.01%
15,044
+1,085
1114
$1.13M 0.01%
21,493
+5,226
1115
$1.13M 0.01%
23,070
-1,009
1116
$1.13M 0.01%
22,322
-1,595
1117
$1.13M 0.01%
48,144
+2,426
1118
$1.13M 0.01%
30,653
-654
1119
$1.12M 0.01%
10,567
+597
1120
$1.12M 0.01%
58,570
-852
1121
$1.12M 0.01%
35,631
+513
1122
$1.11M 0.01%
23,149
+4,173
1123
$1.11M 0.01%
7,474
+1,996
1124
$1.11M 0.01%
86,076
-11,849
1125
$1.11M 0.01%
8,752
+1,085
43 44
45
46 47