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
26
$36.6M 0.53%
486,072
+61,190
27
$35.6M 0.52%
2,316,152
-159,177
28
$34.2M 0.5%
1,375,909
+163,317
29
$33.3M 0.48%
330,973
+25,251
30
$32.4M 0.47%
662,958
+59,355
31
$32.2M 0.47%
397,942
+974
32
$31.9M 0.46%
266,841
+20,015
33
$31.6M 0.46%
1,476,552
+145,211
34
$30.9M 0.45%
258,269
-18,793
35
$30.4M 0.44%
525,257
+16,935
36
$30.3M 0.44%
365,433
+21,528
37
$29.9M 0.43%
692,568
+49,373
38
$29.8M 0.43%
801,810
-9,728
39
$29.4M 0.43%
404,064
+8,635
40
$29.1M 0.42%
1,085,498
+37,326
41
$28.3M 0.41%
330,203
+11,951
42
$28.1M 0.41%
343,453
+18,983
43
$28M 0.41%
1,725,080
-61,580
44
$27.3M 0.4%
274,060
+12,236
45
$27.2M 0.39%
627,915
+10,732
46
$27M 0.39%
1,170,308
+58,642
47
$26.8M 0.39%
317,786
+31,526
48
$26.4M 0.38%
602,884
+87,523
49
$25.7M 0.37%
270,619
+8,090
50
$25.5M 0.37%
353,324
+23,372
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