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
276
$9.27M 0.08%
507,324
+36,907
277
$9.27M 0.08%
557,467
+48,300
278
$9.12M 0.08%
213,186
+32,390
279
$9.11M 0.08%
204,870
+50,794
280
$9.09M 0.08%
206,698
+102,633
281
$9.08M 0.08%
97,406
+10,832
282
$8.91M 0.08%
70,812
+2,651
283
$8.89M 0.08%
102,774
+5,622
284
$8.89M 0.08%
386,745
-411,007
285
$8.84M 0.08%
532,427
-82,239
286
$8.83M 0.08%
187,768
+8,952
287
$8.79M 0.08%
205,080
+6,886
288
$8.73M 0.08%
256,597
+6,362
289
$8.72M 0.08%
4,640,339
+2,148,629
290
$8.67M 0.08%
310,954
+9,459
291
$8.65M 0.08%
221,689
+33,130
292
$8.65M 0.08%
87,770
+6,709
293
$8.57M 0.08%
138,077
-1,056
294
$8.56M 0.08%
110,542
+4,343
295
$8.55M 0.08%
331,329
-20,934
296
$8.54M 0.08%
264,826
-69,115
297
$8.53M 0.08%
166,885
+16,903
298
$8.51M 0.08%
225,146
+4,653
299
$8.47M 0.08%
103,861
+10,957
300
$8.39M 0.08%
110,001
-4,397
10 11
12
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