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
$6.89B
AUM Growth
-$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,170
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.72M
3
+$7.15M
4
PG icon
Procter & Gamble
PG
+$6.29M
5
T icon
AT&T
T
+$5.63M

Top Sells

1
+$19M
2
+$16.3M
3
+$15M
4
EOG icon
EOG Resources
EOG
+$14.6M
5
NAB
NATL AUSTRALIA BK LTD ADS5
NAB
+$14.5M

Sector Composition

1 Financials 16.61%
2 Technology 13.6%
3 Healthcare 13.52%
4 Energy 9.92%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.81M 0.1%
187,855
+15,595
252
$6.8M 0.1%
527,883
-14,901
253
$6.74M 0.1%
137,646
+33,497
254
$6.73M 0.1%
68,048
+5,708
255
$6.71M 0.1%
954,469
+130,681
256
$6.7M 0.1%
554,225
-7,463
257
$6.68M 0.1%
79,264
+4,473
258
$6.68M 0.1%
139,860
+1,845
259
$6.68M 0.1%
348,747
+20,688
260
$6.63M 0.1%
65,303
+4,495
261
$6.62M 0.1%
289,813
-30,761
262
$6.61M 0.1%
28,756
+1,931
263
$6.61M 0.1%
267,276
+19,260
264
$6.6M 0.1%
127,442
+5,644
265
$6.59M 0.1%
167,118
+3,392
266
$6.51M 0.09%
138,220
-2,074
267
$6.51M 0.09%
556,020
+58,664
268
$6.49M 0.09%
135,927
+8,593
269
$6.49M 0.09%
62,100
+6,050
270
$6.47M 0.09%
262,170
+39,716
271
$6.41M 0.09%
179,016
+6,568
272
$6.35M 0.09%
40,647
+2,783
273
$6.33M 0.09%
65,059
-3,722
274
$6.33M 0.09%
72,117
-944
275
$6.32M 0.09%
62,626
+3,401
9 10
11
12 13