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
701
$2.28M 0.02%
74,967
-12,952
702
$2.28M 0.02%
100,132
+12,036
703
$2.27M 0.02%
133,025
+8,845
704
$2.27M 0.02%
61,386
+22,453
705
$2.26M 0.02%
58,095
-8,514
706
$2.26M 0.02%
47,284
+3,180
707
$2.25M 0.02%
79,404
-24,905
708
$2.25M 0.02%
33,340
+2,783
709
$2.23M 0.02%
23,402
+2,633
710
$2.23M 0.02%
80,945
+796
711
$2.23M 0.02%
32,734
+3,239
712
$2.23M 0.02%
68,113
+24,665
713
$2.22M 0.02%
28,938
-3,286
714
$2.22M 0.02%
31,053
+854
715
$2.22M 0.02%
86,515
+37,340
716
$2.22M 0.02%
87,916
-3,887
717
$2.19M 0.02%
26,224
-20,678
718
$2.19M 0.02%
28,710
+3,446
719
$2.19M 0.02%
33,182
-256
720
$2.18M 0.02%
116,009
+40,927
721
$2.17M 0.02%
4,549
+366
722
$2.17M 0.02%
19,453
+2,902
723
$2.17M 0.02%
65,726
+2,801
724
$2.16M 0.02%
89,626
-22,950
725
$2.15M 0.02%
116,258
-2,095
27 28
29
30 31