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
376
$4.27M 0.06%
57,390
+313
377
$4.25M 0.06%
67,423
+767
378
$4.24M 0.06%
82,157
+4,380
379
$4.17M 0.06%
133,226
+8,750
380
$4.14M 0.06%
94,060
-6,671
381
$4.1M 0.06%
19,963
+2,453
382
$4.1M 0.06%
58,740
+1,633
383
$4.1M 0.06%
33,877
+1,810
384
$4.09M 0.06%
74,733
-409
385
$4.07M 0.06%
210,271
+15,197
386
$4.05M 0.06%
57,028
-13,878
387
$4.04M 0.06%
115,536
+10,764
388
$4.04M 0.06%
48,447
+7,228
389
$4.01M 0.06%
45,707
+2,138
390
$4.01M 0.06%
117,022
+3,382
391
$4M 0.06%
440,649
+47,877
392
$3.99M 0.06%
105,222
+19,205
393
$3.99M 0.06%
278,379
+5,938
394
$3.99M 0.06%
105,525
+2,660
395
$3.96M 0.06%
33,510
+1,176
396
$3.94M 0.06%
122,111
-3,503
397
$3.92M 0.06%
55,174
-647
398
$3.92M 0.06%
31,221
+2,395
399
$3.9M 0.06%
42,293
+8,860
400
$3.88M 0.06%
112,941
-543
14 15
16
17 18