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
426
$3.59M 0.05%
39,250
-859
427
$3.58M 0.05%
30,213
+4,468
428
$3.56M 0.05%
75,716
-2,795
429
$3.5M 0.05%
77,440
-6,305
430
$3.5M 0.05%
106,977
+5,965
431
$3.49M 0.05%
132,987
+16,700
432
$3.47M 0.05%
590
+11
433
$3.47M 0.05%
223,007
+2,267
434
$3.47M 0.05%
104,824
-8,036
435
$3.46M 0.05%
27,437
-1,710
436
$3.45M 0.05%
16,639
+2,327
437
$3.43M 0.05%
76,230
+39,044
438
$3.41M 0.05%
50,385
-1,029
439
$3.41M 0.05%
58,209
+1,791
440
$3.39M 0.05%
45,729
+4,309
441
$3.39M 0.05%
194,774
+10,545
442
$3.38M 0.05%
28,018
-924
443
$3.38M 0.05%
46,197
+1,430
444
$3.37M 0.05%
43,784
+1,793
445
$3.36M 0.05%
64,351
+5,314
446
$3.36M 0.05%
69,915
-210
447
$3.36M 0.05%
176,806
+22,524
448
$3.35M 0.05%
58,006
+28,284
449
$3.35M 0.05%
275,855
+66,020
450
$3.35M 0.05%
70,905
+4,722
16 17
18
19 20