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
2026
$205K ﹤0.01%
16,156
+5,014
2027
$204K ﹤0.01%
83,345
+50,558
2028
$204K ﹤0.01%
+14,740
2029
$204K ﹤0.01%
15,153
-230
2030
$204K ﹤0.01%
5,170
-173
2031
$204K ﹤0.01%
3,807
+87
2032
$203K ﹤0.01%
+7,242
2033
$203K ﹤0.01%
20,710
-1,340
2034
$202K ﹤0.01%
4,547
-2,462
2035
$202K ﹤0.01%
+18,126
2036
$202K ﹤0.01%
+3,147
2037
$201K ﹤0.01%
14,093
+1,531
2038
$201K ﹤0.01%
16,068
+2,983
2039
$200K ﹤0.01%
+4,043
2040
$198K ﹤0.01%
+10,179
2041
$196K ﹤0.01%
5,902
-2,021
2042
$194K ﹤0.01%
18,971
+1,892
2043
$193K ﹤0.01%
+13,324
2044
$193K ﹤0.01%
10,373
+812
2045
$193K ﹤0.01%
11,396
+822
2046
$191K ﹤0.01%
13,724
+1,702
2047
$191K ﹤0.01%
21,264
-4,947
2048
$191K ﹤0.01%
1,034
+3
2049
$190K ﹤0.01%
25,193
-16,556
2050
$189K ﹤0.01%
22,367
-230
80 81
82
83 84