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
676
$1.55M 0.02%
45,048
-904
677
$1.55M 0.02%
12,264
+3,302
678
$1.53M 0.02%
41,460
+9,351
679
$1.53M 0.02%
29,622
+22,858
680
$1.52M 0.02%
25,913
-493
681
$1.52M 0.02%
19,420
+200
682
$1.52M 0.02%
40,019
+1,829
683
$1.52M 0.02%
10,967
+895
684
$1.51M 0.02%
57,357
+10,393
685
$1.51M 0.02%
77,449
-1,178
686
$1.51M 0.02%
81,777
+5,418
687
$1.51M 0.02%
31,467
+16,167
688
$1.5M 0.02%
45,747
-125
689
$1.5M 0.02%
24,130
+1,106
690
$1.49M 0.02%
105,840
-3,676
691
$1.49M 0.02%
81,914
+6,442
692
$1.48M 0.02%
38,575
+2,270
693
$1.48M 0.02%
7,906
+688
694
$1.48M 0.02%
55,265
-3,029
695
$1.47M 0.02%
119,059
+6,507
696
$1.47M 0.02%
100,754
+67,290
697
$1.47M 0.02%
36,366
-957
698
$1.46M 0.02%
8,425
-6,075
699
$1.46M 0.02%
161,779
-15,596
700
$1.46M 0.02%
18,505
+2,610
26 27
28
29 30