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
801
$1.14M 0.02%
33,671
+14,905
802
$1.14M 0.02%
96,090
+6,183
803
$1.14M 0.02%
25,755
-7,713
804
$1.13M 0.02%
73,813
+925
805
$1.13M 0.02%
18,941
-4,125
806
$1.13M 0.02%
30,983
-236
807
$1.13M 0.02%
10,101
+49
808
$1.12M 0.02%
28,661
+221
809
$1.12M 0.02%
79,904
+25,248
810
$1.11M 0.02%
15,875
+1,493
811
$1.11M 0.02%
34,300
+2,962
812
$1.09M 0.02%
83,391
+3,816
813
$1.09M 0.02%
27,717
-7,172
814
$1.09M 0.02%
48,203
+586
815
$1.09M 0.02%
19,632
+2,288
816
$1.09M 0.02%
88,847
-21,963
817
$1.09M 0.02%
14,019
+626
818
$1.09M 0.02%
40,759
+7,221
819
$1.08M 0.02%
25,178
+1,777
820
$1.08M 0.02%
19,455
+8,442
821
$1.07M 0.02%
101,452
+23,927
822
$1.07M 0.02%
17,897
-5,942
823
$1.07M 0.02%
15,031
+1,818
824
$1.07M 0.02%
18,313
+2,030
825
$1.07M 0.02%
15,996
+718
31 32
33
34 35