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
626
$2.87M 0.03%
52,973
-806
627
$2.87M 0.03%
23,193
+340
628
$2.87M 0.03%
268,819
+144,170
629
$2.87M 0.03%
77,642
+10,647
630
$2.86M 0.03%
225,728
-54,510
631
$2.84M 0.03%
65,763
+2,592
632
$2.84M 0.03%
26,170
+4,452
633
$2.84M 0.03%
95,714
+14,606
634
$2.83M 0.03%
115,184
+43,954
635
$2.83M 0.03%
121,730
+13,995
636
$2.83M 0.03%
52,611
+1,461
637
$2.83M 0.03%
39,926
+5,715
638
$2.82M 0.03%
239,456
+108,841
639
$2.82M 0.03%
208,004
+14,491
640
$2.81M 0.03%
29,636
+3,202
641
$2.8M 0.03%
50,790
+11,217
642
$2.8M 0.03%
62,084
+5,095
643
$2.79M 0.03%
22,026
+1,634
644
$2.78M 0.03%
105,945
+68,411
645
$2.77M 0.03%
32,540
+5,259
646
$2.77M 0.03%
64,157
-15,943
647
$2.77M 0.03%
256,461
-62,688
648
$2.74M 0.03%
52,004
-12,541
649
$2.73M 0.03%
35,455
-158
650
$2.73M 0.03%
29,353
-6,048
24 25
26
27 28