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
651
$2.72M 0.02%
283,833
-3,176
652
$2.67M 0.02%
69,060
+13,264
653
$2.67M 0.02%
123,514
-36,085
654
$2.66M 0.02%
559,768
+44,096
655
$2.65M 0.02%
134,768
+15,931
656
$2.62M 0.02%
161,420
+10,335
657
$2.62M 0.02%
301,926
+54,206
658
$2.62M 0.02%
67,086
+12,327
659
$2.61M 0.02%
88,962
-1,446
660
$2.61M 0.02%
54,939
+5,096
661
$2.6M 0.02%
42,468
+4,276
662
$2.6M 0.02%
205,770
-56,722
663
$2.6M 0.02%
504,207
+145,544
664
$2.58M 0.02%
205,158
-10,098
665
$2.58M 0.02%
45,124
-360
666
$2.56M 0.02%
44,944
+2,476
667
$2.56M 0.02%
62,707
-10,707
668
$2.55M 0.02%
249,319
+137,053
669
$2.55M 0.02%
230,278
+929
670
$2.55M 0.02%
74,738
+61,888
671
$2.54M 0.02%
31,935
+3,392
672
$2.54M 0.02%
17,553
-4,880
673
$2.52M 0.02%
63,038
-3,014
674
$2.52M 0.02%
94,222
-3,842
675
$2.49M 0.02%
42,010
-7,752
25 26
27
28 29