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
376
$6.35M 0.06%
161,861
+14,591
377
$6.33M 0.06%
165,832
-12,271
378
$6.26M 0.06%
51,895
-29,215
379
$6.25M 0.06%
87,017
-775
380
$6.22M 0.06%
103,453
+6,916
381
$6.22M 0.06%
72,470
-405
382
$6.22M 0.06%
51,350
-1,580
383
$6.2M 0.06%
117,932
+13,336
384
$6.18M 0.06%
147,728
+31,326
385
$6.17M 0.06%
97,586
-2,246
386
$6.15M 0.06%
292,757
+7,219
387
$6.14M 0.06%
104,782
-17,859
388
$6.13M 0.06%
89,280
+7,425
389
$6.13M 0.06%
188,055
+72,565
390
$6.13M 0.06%
113,341
+72,564
391
$6.12M 0.06%
1,403,518
-159,472
392
$6.12M 0.06%
468,484
+29,484
393
$6.11M 0.06%
162,766
-21,219
394
$6.11M 0.06%
48,709
+6,186
395
$6.1M 0.06%
57,929
+7,694
396
$6.05M 0.06%
109,358
+9,327
397
$6.03M 0.06%
88,376
+10,878
398
$6.02M 0.06%
47,170
+4,751
399
$6.01M 0.06%
182,632
+53,207
400
$5.98M 0.05%
67,333
+6,728
14 15
16
17 18