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
676
$2.48M 0.02%
109,137
+12,748
677
$2.47M 0.02%
56,422
-10,289
678
$2.46M 0.02%
57,823
-3,753
679
$2.45M 0.02%
136,408
+26,379
680
$2.44M 0.02%
8,167
-1,049
681
$2.43M 0.02%
92,559
+12,943
682
$2.43M 0.02%
237,960
+12,776
683
$2.42M 0.02%
115,268
+5,263
684
$2.42M 0.02%
77,558
+24,084
685
$2.42M 0.02%
34,579
+4,154
686
$2.4M 0.02%
593,866
+148,266
687
$2.4M 0.02%
38,748
-1,353
688
$2.39M 0.02%
59,254
-23,702
689
$2.38M 0.02%
205,569
-60,719
690
$2.37M 0.02%
614,137
+127,333
691
$2.37M 0.02%
320,894
+186,370
692
$2.36M 0.02%
190,376
+6,682
693
$2.36M 0.02%
224,333
+64,865
694
$2.35M 0.02%
64,231
-9,573
695
$2.35M 0.02%
36,918
-1,313
696
$2.34M 0.02%
95,046
+659
697
$2.33M 0.02%
184,223
+14,887
698
$2.3M 0.02%
1,015,838
+4,103
699
$2.29M 0.02%
18,365
+755
700
$2.29M 0.02%
126,483
-117,886
26 27
28
29 30