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
576
$3.36M 0.03%
196,503
+55,932
577
$3.36M 0.03%
49,444
+5,486
578
$3.35M 0.03%
38,564
-1,373
579
$3.35M 0.03%
28,001
+271
580
$3.35M 0.03%
31,969
+5,364
581
$3.35M 0.03%
24,888
+3,406
582
$3.35M 0.03%
181,415
-51,986
583
$3.35M 0.03%
40,404
+2,448
584
$3.34M 0.03%
71,616
-1,663
585
$3.31M 0.03%
151,596
+81,848
586
$3.29M 0.03%
61,056
+7,561
587
$3.22M 0.03%
45,261
+7,211
588
$3.19M 0.03%
47,418
-9,849
589
$3.19M 0.03%
107,521
+2,819
590
$3.18M 0.03%
146,679
-122,964
591
$3.18M 0.03%
18,530
+2,431
592
$3.16M 0.03%
26,405
+1,208
593
$3.15M 0.03%
62,186
+6,619
594
$3.14M 0.03%
51,968
+3,592
595
$3.14M 0.03%
74,692
-14,236
596
$3.12M 0.03%
44,808
+4,260
597
$3.12M 0.03%
46,274
-4,003
598
$3.12M 0.03%
95,988
+21,213
599
$3.12M 0.03%
9,198
+2,229
600
$3.12M 0.03%
460,539
+76,159
22 23
24
25 26