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
451
$5.11M 0.05%
147,802
+34,276
452
$5.11M 0.05%
109,662
+8,637
453
$5.1M 0.05%
80,972
+33,455
454
$5.07M 0.05%
129,479
+1,412
455
$5.06M 0.05%
65,559
-4,091
456
$5.04M 0.05%
130,792
-44,236
457
$5.03M 0.05%
179,678
+21,441
458
$4.97M 0.05%
613,392
+349,094
459
$4.94M 0.05%
564,915
+44,304
460
$4.93M 0.05%
80,996
+10,249
461
$4.9M 0.04%
182,773
-78,560
462
$4.86M 0.04%
73,644
-58
463
$4.85M 0.04%
106,277
-16,799
464
$4.82M 0.04%
247,252
+6,719
465
$4.8M 0.04%
138,925
-2,543
466
$4.78M 0.04%
199,780
-58,250
467
$4.76M 0.04%
83,102
+17,416
468
$4.76M 0.04%
113,218
+11,007
469
$4.74M 0.04%
275,466
-70,187
470
$4.74M 0.04%
59,977
+7,778
471
$4.66M 0.04%
46,050
+4,287
472
$4.66M 0.04%
175,928
+10,724
473
$4.65M 0.04%
42,446
-6,348
474
$4.64M 0.04%
146,163
+944
475
$4.64M 0.04%
20,330
-192
17 18
19
20 21