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
851
$1.51M 0.01%
39,556
+552
852
$1.51M 0.01%
56,592
+9,454
853
$1.51M 0.01%
41,652
+13,934
854
$1.5M 0.01%
35,826
-3,978
855
$1.5M 0.01%
21,980
-324
856
$1.5M 0.01%
22,733
+2,277
857
$1.5M 0.01%
81,055
+27,807
858
$1.48M 0.01%
221,627
-43,526
859
$1.48M 0.01%
44,316
-2,919
860
$1.48M 0.01%
54,551
+46,160
861
$1.47M 0.01%
27,456
+4,563
862
$1.47M 0.01%
37,645
+3,052
863
$1.46M 0.01%
93,455
+63,433
864
$1.46M 0.01%
12,839
-337
865
$1.46M 0.01%
12,210
-3,604
866
$1.46M 0.01%
44,221
+4,522
867
$1.46M 0.01%
53,690
-10,270
868
$1.45M 0.01%
117,947
+14,772
869
$1.45M 0.01%
27,407
+1,988
870
$1.44M 0.01%
18,690
+268
871
$1.43M 0.01%
15,777
+747
872
$1.43M 0.01%
205,699
-25,705
873
$1.43M 0.01%
19,682
+12,778
874
$1.43M 0.01%
115,944
+4,324
875
$1.43M 0.01%
12,773
+2,435
33 34
35
36 37