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
51
$25.4M 0.37%
606,407
+2,903
52
$25.2M 0.37%
535,608
-19,646
53
$24.7M 0.36%
768,631
+71,729
54
$23.8M 0.35%
451,496
-23,732
55
$23.7M 0.34%
200,166
-10,299
56
$23.2M 0.34%
2,455,395
+277,847
57
$22.9M 0.33%
430,639
+83,454
58
$22.7M 0.33%
325,937
+5,146
59
$22.6M 0.33%
337,991
+13,973
60
$22.5M 0.33%
485,508
+88,224
61
$22.2M 0.32%
1,301,112
+123,027
62
$22.2M 0.32%
691,735
+70,154
63
$22.1M 0.32%
428,983
+47,520
64
$22M 0.32%
172,822
+3,717
65
$21.1M 0.31%
374,090
+8,596
66
$21M 0.31%
673,649
+86,316
67
$20.9M 0.3%
327,723
+48,929
68
$20.8M 0.3%
304,994
+5,756
69
$20.2M 0.29%
339,048
+41,192
70
$20.1M 0.29%
298,730
+14,831
71
$19.8M 0.29%
316,991
+49,043
72
$19.7M 0.29%
560,278
+22,826
73
$19.2M 0.28%
60,814
+935
74
$19.1M 0.28%
260,043
-2,001
75
$18.9M 0.27%
259,426
+42,926
1 2
3
4 5