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
826
$1.07M 0.02%
33,924
+2,891
827
$1.06M 0.02%
38,526
+459
828
$1.06M 0.02%
28,763
-1,850
829
$1.05M 0.02%
108,079
+14,952
830
$1.05M 0.02%
30,727
+1,096
831
$1.05M 0.02%
37,824
-2,300
832
$1.05M 0.02%
294,208
+29,259
833
$1.04M 0.02%
33,235
+1,859
834
$1.04M 0.02%
72,792
+2,028
835
$1.04M 0.02%
43,668
+23,850
836
$1.04M 0.02%
25,382
+943
837
$1.04M 0.02%
9,905
+2,647
838
$1.04M 0.02%
51,380
+36,599
839
$1.03M 0.02%
65,540
-1,396
840
$1.03M 0.02%
23,252
-396
841
$1.03M 0.01%
9,635
-14
842
$1.02M 0.01%
47,322
+5,296
843
$1.01M 0.01%
17,305
+1,044
844
$1.01M 0.01%
14,155
+282
845
$1.01M 0.01%
13,716
+1,658
846
$1.01M 0.01%
45,380
+2,117
847
$1.01M 0.01%
101,650
+8,003
848
$1.01M 0.01%
11,680
+1,808
849
$1.01M 0.01%
17,188
+90
850
$1.01M 0.01%
23,019
+274
32 33
34
35 36