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
726
$2.15M 0.02%
53,648
-15,160
727
$2.15M 0.02%
119,751
+3,208
728
$2.15M 0.02%
74,860
+45,261
729
$2.14M 0.02%
95,389
-10,933
730
$2.13M 0.02%
56,829
+4,684
731
$2.13M 0.02%
28,927
-6,166
732
$2.12M 0.02%
23,754
-14,009
733
$2.11M 0.02%
45,900
-10,171
734
$2.11M 0.02%
71,631
+9,032
735
$2.1M 0.02%
56,912
-3,011
736
$2.1M 0.02%
166,534
+53,337
737
$2.1M 0.02%
34,982
-6,804
738
$2.08M 0.02%
67,024
+7,785
739
$2.07M 0.02%
196,552
-853
740
$2.07M 0.02%
89,676
+1,003
741
$2.06M 0.02%
462,222
-326,805
742
$2.06M 0.02%
45,376
-31,031
743
$2.06M 0.02%
61,818
+309
744
$2.05M 0.02%
11,059
+1,260
745
$2.04M 0.02%
80,668
+44,478
746
$2.04M 0.02%
80,221
+1,346
747
$2.04M 0.02%
125,052
-728
748
$2.04M 0.02%
132,305
+4,931
749
$2.03M 0.02%
14,429
+7,620
750
$2.03M 0.02%
25,537
+4,837
28 29
30
31 32