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
426
$5.6M 0.05%
18,515
+2,940
427
$5.6M 0.05%
145,749
+6,413
428
$5.59M 0.05%
156,534
-15,843
429
$5.57M 0.05%
153,580
+22,635
430
$5.55M 0.05%
44,966
-8,025
431
$5.54M 0.05%
111,789
+15,954
432
$5.53M 0.05%
122,306
+14,627
433
$5.47M 0.05%
80,927
-4,501
434
$5.38M 0.05%
312,161
-19,661
435
$5.38M 0.05%
105,277
+11,904
436
$5.37M 0.05%
58,155
+1,064
437
$5.35M 0.05%
57,971
+6,580
438
$5.34M 0.05%
6,478,440
+373,840
439
$5.33M 0.05%
505,122
+157,019
440
$5.32M 0.05%
146,282
-2,664
441
$5.3M 0.05%
98,928
+4,052
442
$5.29M 0.05%
59,296
-4,904
443
$5.24M 0.05%
35,892
+673
444
$5.23M 0.05%
374,374
+68,212
445
$5.21M 0.05%
241,377
-121,926
446
$5.2M 0.05%
348,209
+41,445
447
$5.19M 0.05%
163,171
+14,344
448
$5.18M 0.05%
76,156
-2,888
449
$5.14M 0.05%
96,353
+12,564
450
$5.13M 0.05%
388,627
+19,882
16 17
18
19 20