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
201
$17.5M 0.12%
451,126
+12,919
202
$17.5M 0.12%
138,174
+5,860
203
$17.4M 0.12%
115,380
+1,082
204
$17.4M 0.12%
184,870
+1,100
205
$17.4M 0.12%
265,901
+2,515
206
$17.3M 0.12%
160,503
+20,894
207
$17M 0.12%
565,188
-37,071
208
$16.9M 0.12%
135,137
+9,459
209
$16.8M 0.12%
67,792
+28,080
210
$16.8M 0.11%
145,265
+9,200
211
$16.7M 0.11%
281,284
-3,477
212
$16.7M 0.11%
618,320
+29,782
213
$16.6M 0.11%
186,347
+33,039
214
$16.5M 0.11%
207,873
+311
215
$16.2M 0.11%
171,454
+10,712
216
$16.1M 0.11%
108,415
+28,030
217
$16M 0.11%
146,392
+5,098
218
$15.9M 0.11%
117,707
+8,860
219
$15.7M 0.11%
354,061
-26,131
220
$15.6M 0.11%
115,120
+9,125
221
$15.4M 0.11%
312,363
+887
222
$15.4M 0.1%
141,063
+4,157
223
$15.3M 0.1%
246,532
+39,315
224
$15.3M 0.1%
88,915
-13,827
225
$15.2M 0.1%
138,835
+3,649
7 8
9
10 11