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
476
$3.06M 0.04%
60,947
+1,660
477
$3.04M 0.04%
194,795
+55,766
478
$3.03M 0.04%
2,516
+247
479
$3.03M 0.04%
176,019
-13,333
480
$3.03M 0.04%
118,529
-6,227
481
$3.02M 0.04%
24,261
-985
482
$3.02M 0.04%
61,241
+4,848
483
$3M 0.04%
31,704
+6,294
484
$3M 0.04%
34,519
-1,491
485
$2.99M 0.04%
129,964
+11,359
486
$2.97M 0.04%
66,415
+1,039
487
$2.97M 0.04%
57,510
-4,319
488
$2.95M 0.04%
238,744
+6,664
489
$2.95M 0.04%
249,050
+17,300
490
$2.9M 0.04%
63,660
-253
491
$2.88M 0.04%
104,776
+5,019
492
$2.86M 0.04%
10,128
+1,202
493
$2.85M 0.04%
178,155
+3,330
494
$2.83M 0.04%
73,811
+2,340
495
$2.82M 0.04%
47,372
+31,574
496
$2.81M 0.04%
31,917
+1,769
497
$2.81M 0.04%
119,395
+1,883
498
$2.8M 0.04%
56,678
+6,935
499
$2.8M 0.04%
32,082
+975
500
$2.8M 0.04%
115,023
+8,233
18 19
20
21 22