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
551
$3.63M 0.03%
67,843
+10,757
552
$3.63M 0.03%
92,879
-20,810
553
$3.61M 0.03%
52,126
+29,740
554
$3.6M 0.03%
140,227
-89,294
555
$3.6M 0.03%
248,496
+58,998
556
$3.59M 0.03%
34,411
+7,876
557
$3.59M 0.03%
101,497
+42,784
558
$3.58M 0.03%
48,003
+31,477
559
$3.56M 0.03%
74,489
-6,217
560
$3.52M 0.03%
57,250
+12,718
561
$3.51M 0.03%
23,298
-5,697
562
$3.5M 0.03%
44,860
+3,559
563
$3.49M 0.03%
2,634
-11
564
$3.49M 0.03%
82,241
+433
565
$3.48M 0.03%
19,031
+2,364
566
$3.47M 0.03%
28,242
+2,788
567
$3.47M 0.03%
582,166
-20,239
568
$3.46M 0.03%
131,628
+13,386
569
$3.46M 0.03%
104,780
+77,044
570
$3.44M 0.03%
29,471
+804
571
$3.42M 0.03%
142,548
+12,672
572
$3.41M 0.03%
240,518
-5,840
573
$3.4M 0.03%
479,082
-8,262
574
$3.39M 0.03%
130,266
+11,500
575
$3.38M 0.03%
21,120
+2,355
21 22
23
24 25