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
1126
$1.11M 0.01%
22,132
+2,202
1127
$1.1M 0.01%
44,304
-6,697
1128
$1.1M 0.01%
21,381
+1,236
1129
$1.09M 0.01%
17,070
-1,093
1130
$1.09M 0.01%
121,457
+15,216
1131
$1.09M 0.01%
38,151
+6,206
1132
$1.09M 0.01%
6,810
-795
1133
$1.09M 0.01%
114,522
-3,893
1134
$1.09M 0.01%
37,647
+294
1135
$1.09M 0.01%
384
-57
1136
$1.08M 0.01%
66,732
-1,924
1137
$1.08M 0.01%
17,336
+3,481
1138
$1.08M 0.01%
13,669
+114
1139
$1.07M 0.01%
11,045
+3,770
1140
$1.07M 0.01%
9,326
+66
1141
$1.07M 0.01%
139,535
+21,130
1142
$1.07M 0.01%
28,071
+898
1143
$1.07M 0.01%
14,555
-221
1144
$1.07M 0.01%
16,546
+433
1145
$1.07M 0.01%
11,493
-550
1146
$1.06M 0.01%
27,588
+12,319
1147
$1.05M 0.01%
13,952
+1,847
1148
$1.05M 0.01%
34,017
+3,504
1149
$1.05M 0.01%
15,021
+1,955
1150
$1.05M 0.01%
6,853
+12
44 45
46
47 48