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
876
$1.42M 0.01%
23,635
+729
877
$1.42M 0.01%
18,849
-14,999
878
$1.41M 0.01%
25,095
+5,374
879
$1.4M 0.01%
28,489
-3,592
880
$1.39M 0.01%
63,947
+2,057
881
$1.38M 0.01%
8,828
+2,529
882
$1.38M 0.01%
164,930
+53,131
883
$1.38M 0.01%
45,409
+33,154
884
$1.38M 0.01%
16,058
-843
885
$1.37M 0.01%
21,754
-5,414
886
$1.37M 0.01%
39,005
+6,829
887
$1.37M 0.01%
297,729
+101,858
888
$1.37M 0.01%
17,828
-48
889
$1.37M 0.01%
73,147
+7,593
890
$1.37M 0.01%
13,716
-30
891
$1.36M 0.01%
8,116
-506
892
$1.36M 0.01%
27,378
-4,539
893
$1.35M 0.01%
26,723
+4,202
894
$1.35M 0.01%
8,312
-632
895
$1.35M 0.01%
107,248
-13,311
896
$1.35M 0.01%
14,059
-157
897
$1.35M 0.01%
486,038
+180,459
898
$1.34M 0.01%
29,946
-395
899
$1.33M 0.01%
367,634
-82,114
900
$1.33M 0.01%
13,719
-5,059
34 35
36
37 38