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
551
$2.32M 0.03%
35,707
+4,443
552
$2.32M 0.03%
26,480
+577
553
$2.3M 0.03%
233,579
-14,974
554
$2.28M 0.03%
21,893
-239
555
$2.28M 0.03%
+109,335
556
$2.28M 0.03%
49,896
+2,985
557
$2.24M 0.03%
21,934
+17
558
$2.23M 0.03%
44,782
+10,696
559
$2.22M 0.03%
546,012
+26,974
560
$2.22M 0.03%
10,577
+4,932
561
$2.22M 0.03%
123,751
-9,844
562
$2.21M 0.03%
118,542
-4,568
563
$2.21M 0.03%
120,546
-37,726
564
$2.2M 0.03%
42,318
+5,480
565
$2.2M 0.03%
127,626
+9,874
566
$2.19M 0.03%
246,279
+68,249
567
$2.18M 0.03%
23,837
-3,133
568
$2.17M 0.03%
44,422
-2,775
569
$2.17M 0.03%
13,525
+1,382
570
$2.16M 0.03%
24,085
+4,491
571
$2.15M 0.03%
90,481
+8,612
572
$2.15M 0.03%
19,810
+2,553
573
$2.14M 0.03%
38,032
+2,288
574
$2.14M 0.03%
51,569
-5,930
575
$2.14M 0.03%
56,834
-3,013
21 22
23
24 25