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
301
$5.59M 0.08%
427,842
-46,320
302
$5.59M 0.08%
108,688
+4,665
303
$5.59M 0.08%
83,961
+129
304
$5.59M 0.08%
282,094
+41,078
305
$5.58M 0.08%
184,994
+8,496
306
$5.53M 0.08%
75,296
+3,648
307
$5.51M 0.08%
70,517
+1,803
308
$5.48M 0.08%
153,049
+12,419
309
$5.48M 0.08%
346,826
+33,601
310
$5.46M 0.08%
113,612
+9,862
311
$5.45M 0.08%
513,568
+22,482
312
$5.42M 0.08%
93,779
-917
313
$5.37M 0.08%
56,483
-843
314
$5.32M 0.08%
105,446
+5,557
315
$5.29M 0.08%
197,011
+8,269
316
$5.29M 0.08%
127,333
-5,152
317
$5.28M 0.08%
135,289
+11,141
318
$5.28M 0.08%
88,927
+3,563
319
$5.24M 0.08%
93,892
+2,451
320
$5.22M 0.08%
604,985
-14,270
321
$5.22M 0.08%
126,962
+2,975
322
$5.17M 0.08%
156,213
+1,352
323
$5.17M 0.08%
768,576
+496
324
$5.15M 0.07%
131,848
-492
325
$5.13M 0.07%
135,951
+12,883
11 12
13
14 15