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
776
$1.87M 0.02%
50,002
-54,065
777
$1.87M 0.02%
65,027
+21,432
778
$1.86M 0.02%
243,430
-21,956
779
$1.85M 0.02%
40,668
-290
780
$1.83M 0.02%
80,995
+11,745
781
$1.83M 0.02%
48,158
-1,251
782
$1.82M 0.02%
133,181
+63,113
783
$1.82M 0.02%
37,437
+12,154
784
$1.81M 0.02%
36,494
-3,398
785
$1.81M 0.02%
27,773
-133
786
$1.81M 0.02%
35,960
+1,447
787
$1.8M 0.02%
53,069
+10,974
788
$1.8M 0.02%
4,716
+362
789
$1.8M 0.02%
256,288
-57,525
790
$1.8M 0.02%
252,549
+132,810
791
$1.79M 0.02%
134,190
+10,187
792
$1.78M 0.02%
47,921
+12,029
793
$1.76M 0.02%
43,067
+11,144
794
$1.76M 0.02%
1,070
+310
795
$1.75M 0.02%
53,619
-387
796
$1.75M 0.02%
184,363
+98,873
797
$1.74M 0.02%
38,539
+3,268
798
$1.74M 0.02%
63,698
+6,385
799
$1.73M 0.02%
125,986
+440
800
$1.73M 0.02%
44,129
+7,099
30 31
32
33 34