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
326
$7.44M 0.07%
172,086
+42,503
327
$7.43M 0.07%
144,763
+14,828
328
$7.36M 0.07%
113,554
+63,734
329
$7.29M 0.07%
115,945
+3,035
330
$7.27M 0.07%
101,737
+4,481
331
$7.26M 0.07%
89,328
+85,925
332
$7.24M 0.07%
48,312
-27,426
333
$7.24M 0.07%
134,499
+14,507
334
$7.19M 0.07%
236,709
+48,588
335
$7.15M 0.07%
368,778
+3,054
336
$7.15M 0.07%
83,359
+11,047
337
$7.14M 0.07%
329,280
-58,311
338
$7.12M 0.07%
475,379
+119,372
339
$7.11M 0.07%
1,084,990
-290,418
340
$7.08M 0.06%
243,289
-2,554
341
$7.08M 0.06%
80,134
-9,097
342
$7.03M 0.06%
37,206
+29,656
343
$6.99M 0.06%
163,542
+15,530
344
$6.99M 0.06%
252,627
+15,896
345
$6.98M 0.06%
208,549
-196
346
$6.91M 0.06%
211,395
+21,590
347
$6.89M 0.06%
270,010
+36,810
348
$6.86M 0.06%
166,760
-35,783
349
$6.84M 0.06%
115,499
+15,431
350
$6.83M 0.06%
36,598
+7,190
12 13
14
15 16