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
776
$1.21M 0.02%
24,386
-22
777
$1.21M 0.02%
21,653
+937
778
$1.21M 0.02%
15,256
+188
779
$1.2M 0.02%
19,911
+4,486
780
$1.2M 0.02%
44,031
+3,578
781
$1.2M 0.02%
24,025
+18,283
782
$1.2M 0.02%
12,557
+526
783
$1.19M 0.02%
41,571
+317
784
$1.19M 0.02%
26,292
+95
785
$1.18M 0.02%
24,736
+486
786
$1.18M 0.02%
23,078
+2,062
787
$1.18M 0.02%
2,592
+527
788
$1.17M 0.02%
315,243
+56,883
789
$1.17M 0.02%
23,103
+1,380
790
$1.16M 0.02%
17,372
+79
791
$1.16M 0.02%
34,403
+139
792
$1.16M 0.02%
30,863
+10,419
793
$1.15M 0.02%
33,334
+91
794
$1.15M 0.02%
60,662
+19,760
795
$1.15M 0.02%
39,124
+4,364
796
$1.15M 0.02%
30,381
+4,198
797
$1.15M 0.02%
+31,649
798
$1.15M 0.02%
10,524
-586
799
$1.15M 0.02%
50,392
+3,649
800
$1.15M 0.02%
22,813
+3,414
30 31
32
33 34