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
801
$1.73M 0.02%
43,283
-1,332
802
$1.72M 0.02%
82,592
-107
803
$1.72M 0.02%
19,835
+2,902
804
$1.71M 0.02%
18,523
+727
805
$1.7M 0.02%
27,190
+1,791
806
$1.7M 0.02%
69,970
+11,856
807
$1.69M 0.02%
198,727
+32,896
808
$1.68M 0.02%
20,199
+2,083
809
$1.67M 0.02%
18,928
+2,477
810
$1.66M 0.02%
35,833
+3,831
811
$1.66M 0.02%
37,287
-7,172
812
$1.66M 0.02%
93,922
+27,626
813
$1.64M 0.02%
18,393
+6,833
814
$1.64M 0.02%
136,080
-196,763
815
$1.64M 0.02%
562,451
-265,460
816
$1.63M 0.01%
32,525
+3,285
817
$1.63M 0.01%
32,766
-84
818
$1.62M 0.01%
69,019
+8,481
819
$1.61M 0.01%
26,893
-34,946
820
$1.61M 0.01%
60,746
-68,689
821
$1.6M 0.01%
114,120
-42,578
822
$1.6M 0.01%
110,494
+966
823
$1.6M 0.01%
149,140
-7,280
824
$1.6M 0.01%
19,274
-170
825
$1.59M 0.01%
94,901
+58,794
31 32
33
34 35