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
826
$1.59M 0.01%
129,204
+35,214
827
$1.58M 0.01%
42,208
-22,259
828
$1.58M 0.01%
31,783
+5,763
829
$1.57M 0.01%
38,682
+3,727
830
$1.57M 0.01%
43,705
+1,971
831
$1.57M 0.01%
25,503
-65,434
832
$1.57M 0.01%
43,179
+3,686
833
$1.57M 0.01%
36,432
+5,087
834
$1.57M 0.01%
293,726
+25,966
835
$1.56M 0.01%
113,186
-72,085
836
$1.56M 0.01%
100,086
+20,210
837
$1.56M 0.01%
33,057
-4,774
838
$1.56M 0.01%
26,194
-951
839
$1.55M 0.01%
42,482
+3,368
840
$1.55M 0.01%
38,546
+21,511
841
$1.55M 0.01%
89,560
+41,409
842
$1.55M 0.01%
54,608
-9,901
843
$1.55M 0.01%
27,594
+4,187
844
$1.55M 0.01%
288,427
+172,644
845
$1.55M 0.01%
+95,537
846
$1.55M 0.01%
28,862
+1,702
847
$1.54M 0.01%
17,037
-1,113
848
$1.53M 0.01%
35,968
-7,918
849
$1.53M 0.01%
25,660
-7,401
850
$1.52M 0.01%
48,879
+2,235
32 33
34
35 36