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
2001
$217K ﹤0.01%
+7,719
2002
$217K ﹤0.01%
+5,624
2003
$216K ﹤0.01%
+8,690
2004
$215K ﹤0.01%
23,253
-211
2005
$214K ﹤0.01%
+3,260
2006
$214K ﹤0.01%
2,706
-431
2007
$214K ﹤0.01%
+13,560
2008
$213K ﹤0.01%
+14,676
2009
$213K ﹤0.01%
9,638
-182
2010
$213K ﹤0.01%
+4,695
2011
$213K ﹤0.01%
2,180
-125
2012
$212K ﹤0.01%
8,685
-4,314
2013
$211K ﹤0.01%
4,696
-36
2014
$211K ﹤0.01%
6,703
+430
2015
$211K ﹤0.01%
10,501
-1,208
2016
$211K ﹤0.01%
13,847
+415
2017
$210K ﹤0.01%
+13,877
2018
$210K ﹤0.01%
4,777
+132
2019
$209K ﹤0.01%
8,229
-2,078
2020
$207K ﹤0.01%
5,777
-149
2021
$207K ﹤0.01%
81,730
+220
2022
$207K ﹤0.01%
6,648
+492
2023
$206K ﹤0.01%
+2,386
2024
$206K ﹤0.01%
+4,395
2025
$205K ﹤0.01%
5,865
-1,654
79 80
81
82 83