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
651
$1.64M 0.02%
27,897
+3,124
652
$1.64M 0.02%
11,411
-802
653
$1.64M 0.02%
36,856
-3,698
654
$1.63M 0.02%
14,369
+2,448
655
$1.63M 0.02%
24,098
+1,846
656
$1.63M 0.02%
39,038
+824
657
$1.62M 0.02%
189,873
+21,651
658
$1.61M 0.02%
25,789
+3,871
659
$1.61M 0.02%
26,136
+1,037
660
$1.6M 0.02%
17,910
+539
661
$1.6M 0.02%
116,498
+1,761
662
$1.59M 0.02%
22,966
+1,894
663
$1.59M 0.02%
+89,577
664
$1.58M 0.02%
67,466
-5,343
665
$1.58M 0.02%
19,129
+4,763
666
$1.58M 0.02%
85,616
+3,806
667
$1.58M 0.02%
35,702
-6,032
668
$1.58M 0.02%
18,740
+4,184
669
$1.57M 0.02%
50,787
+6,026
670
$1.57M 0.02%
27,238
+2,411
671
$1.57M 0.02%
61,758
+1,076
672
$1.57M 0.02%
119,447
+56,100
673
$1.56M 0.02%
334,885
+138,614
674
$1.56M 0.02%
25,273
-233
675
$1.56M 0.02%
31,931
+5,314
25 26
27
28 29