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
876
$929K 0.01%
32,288
+2,990
877
$925K 0.01%
17,621
+2,567
878
$924K 0.01%
+21,393
879
$922K 0.01%
61,709
+19,188
880
$921K 0.01%
37,444
+4,296
881
$916K 0.01%
19,562
-1,113
882
$915K 0.01%
12,010
+67
883
$911K 0.01%
5,751
+29
884
$907K 0.01%
14,228
+1,748
885
$902K 0.01%
17,784
+1,762
886
$898K 0.01%
21,413
+3,117
887
$897K 0.01%
2,048
+329
888
$897K 0.01%
10,093
-846
889
$896K 0.01%
22,278
-3,510
890
$891K 0.01%
21,452
-238
891
$889K 0.01%
12,918
+1,282
892
$884K 0.01%
11,657
+904
893
$874K 0.01%
34,360
+22,576
894
$872K 0.01%
19,660
-273
895
$870K 0.01%
73,470
-2,448
896
$869K 0.01%
85,880
-1,800
897
$868K 0.01%
3,430
-1,258
898
$866K 0.01%
37,412
+2,988
899
$864K 0.01%
21,843
+7,075
900
$863K 0.01%
20,400
+1,666
34 35
36
37 38