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
$10.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,086
New
Increased
Reduced
Closed

Top Buys

1 +$116M
2 +$19.5M
3 +$15.3M
4
PNW icon
Pinnacle West Capital
PNW
+$14.2M
5
CVX icon
Chevron
CVX
+$13.1M

Top Sells

1 +$105M
2 +$18.7M
3 +$16.5M
4
SNY icon
Sanofi
SNY
+$10.2M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$9.5M

Sector Composition

1 Financials 17.21%
2 Healthcare 14.86%
3 Technology 14.22%
4 Consumer Staples 8.95%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$10.1M 0.09%
72,495
+18,572
252
$10.1M 0.09%
158,155
+19,963
253
$10.1M 0.09%
232,647
+3,881
254
$10.1M 0.09%
569,223
-49,292
255
$10.1M 0.09%
79,479
+9,356
256
$10M 0.09%
628,152
-62,574
257
$10M 0.09%
110,370
+4,828
258
$9.95M 0.09%
173,615
+1,119
259
$9.89M 0.09%
184,498
+10,132
260
$9.8M 0.09%
151,154
-5,237
261
$9.78M 0.09%
176,439
+2,992
262
$9.71M 0.09%
54,418
-966
263
$9.63M 0.09%
112,586
-8,708
264
$9.6M 0.09%
190,919
+8,561
265
$9.51M 0.09%
325,680
+280,740
266
$9.49M 0.09%
146,925
+12,340
267
$9.48M 0.09%
182,158
+17,435
268
$9.47M 0.09%
92,312
-5,241
269
$9.42M 0.09%
296,460
-7,438
270
$9.4M 0.09%
+1,064,436
271
$9.35M 0.09%
202,769
+141,922
272
$9.35M 0.09%
101,378
-2,729
273
$9.34M 0.09%
114,749
+3,406
274
$9.33M 0.09%
1,328,852
+306,131
275
$9.29M 0.09%
216,523
+19,079