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
301
$8.36M 0.08%
1,505,677
+15,517
302
$8.3M 0.08%
95,992
+3,967
303
$8.29M 0.08%
168,423
-5,623
304
$8.23M 0.08%
276,296
+25,531
305
$8.21M 0.08%
174,303
+42,828
306
$8.17M 0.07%
274,221
-12,392
307
$8.17M 0.07%
57,342
+5,900
308
$8.06M 0.07%
117,825
+162
309
$8.06M 0.07%
224,498
+49,331
310
$8M 0.07%
90,891
+9,725
311
$7.98M 0.07%
196,824
+39,348
312
$7.91M 0.07%
154,305
+7,535
313
$7.89M 0.07%
755,618
+81,965
314
$7.87M 0.07%
647,753
-262,479
315
$7.85M 0.07%
415,533
+51,842
316
$7.85M 0.07%
230,007
+11,451
317
$7.81M 0.07%
73,191
+7,822
318
$7.8M 0.07%
659,065
-603,036
319
$7.8M 0.07%
108,234
+8,067
320
$7.79M 0.07%
328,320
-17,427
321
$7.71M 0.07%
210,133
-48,433
322
$7.7M 0.07%
108,651
+60,494
323
$7.59M 0.07%
111,828
+15,099
324
$7.55M 0.07%
375,587
+21,737
325
$7.52M 0.07%
39,612
+3,225
11 12
13
14 15