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 15.56%
3 Healthcare 12.76%
4 Industrials 9.38%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20.2M 0.14%
129,895
+4,128
177
$20.1M 0.14%
644,531
+16,134
178
$19.9M 0.14%
398,903
+4,888
179
$19.4M 0.13%
171,424
+21,742
180
$19.3M 0.13%
291,009
+22,396
181
$19.1M 0.13%
304,674
+36,718
182
$19.1M 0.13%
186,324
+33,048
183
$19.1M 0.13%
184,497
+7,194
184
$19.1M 0.13%
240,557
-24,067
185
$19M 0.13%
442,000
+7,578
186
$18.9M 0.13%
456,598
+82,974
187
$18.9M 0.13%
2,806,250
+354,700
188
$18.9M 0.13%
163,195
+10,845
189
$18.8M 0.13%
285,054
-31,080
190
$18.6M 0.13%
796,443
+15,412
191
$18.5M 0.13%
398,365
+14,315
192
$18.5M 0.13%
452,117
+16,722
193
$18.4M 0.13%
154,511
+32,668
194
$18.2M 0.12%
205,890
+36,935
195
$18.1M 0.12%
342,810
+55,431
196
$17.9M 0.12%
408,026
+53,868
197
$17.7M 0.12%
363,880
+113,346
198
$17.7M 0.12%
9,189,153
+4,877,680
199
$17.7M 0.12%
85,957
+5,165
200
$17.7M 0.12%
148,904
-600
6 7
8
9 10