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
751
$2.03M 0.02%
43,742
+9,580
752
$2M 0.02%
111,251
+14,362
753
$2M 0.02%
26,821
+2,214
754
$2M 0.02%
96,616
-7,294
755
$1.99M 0.02%
40,589
-21,272
756
$1.98M 0.02%
26,237
+3,638
757
$1.98M 0.02%
517,813
+44,703
758
$1.98M 0.02%
16,449
+3,790
759
$1.98M 0.02%
14,305
+310
760
$1.98M 0.02%
23,460
+9,264
761
$1.98M 0.02%
96,044
+14,975
762
$1.97M 0.02%
45,664
+35,703
763
$1.96M 0.02%
27,506
-9,500
764
$1.96M 0.02%
52,897
+1,232
765
$1.95M 0.02%
109,358
-18,794
766
$1.95M 0.02%
+60,306
767
$1.94M 0.02%
50,221
+4,716
768
$1.94M 0.02%
55,806
+7,435
769
$1.93M 0.02%
52,928
+11,978
770
$1.91M 0.02%
29,489
+7,948
771
$1.91M 0.02%
25,569
-11,671
772
$1.9M 0.02%
19,478
+5,785
773
$1.89M 0.02%
12,079
+3,874
774
$1.89M 0.02%
59,265
+1,931
775
$1.89M 0.02%
24,631
+2,434
29 30
31
32 33