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
476
$4.64M 0.04%
1,569,869
+791,123
477
$4.64M 0.04%
98,586
+16,772
478
$4.63M 0.04%
110,567
+19,878
479
$4.61M 0.04%
45,368
-17,173
480
$4.61M 0.04%
121,188
+18,034
481
$4.61M 0.04%
59,735
-61
482
$4.59M 0.04%
43,195
+4,174
483
$4.59M 0.04%
114,557
+11,369
484
$4.58M 0.04%
168,554
+19,638
485
$4.58M 0.04%
103,830
+3,091
486
$4.58M 0.04%
144,813
-46,149
487
$4.54M 0.04%
41,528
+1,689
488
$4.54M 0.04%
96,107
+9,566
489
$4.53M 0.04%
96,492
+6,977
490
$4.53M 0.04%
584,406
-37,236
491
$4.52M 0.04%
62,372
+24,018
492
$4.51M 0.04%
106,455
+17,163
493
$4.51M 0.04%
170,826
+7,714
494
$4.47M 0.04%
126,437
+3,763
495
$4.44M 0.04%
138,678
+13,395
496
$4.41M 0.04%
159,649
+8,651
497
$4.39M 0.04%
177,870
+9,728
498
$4.38M 0.04%
131,657
+8,949
499
$4.37M 0.04%
176,184
+11,946
500
$4.37M 0.04%
284,717
-6,979
18 19
20
21 22