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
901
$863K 0.01%
25,210
+417
902
$862K 0.01%
235,590
-52,337
903
$858K 0.01%
11,431
+1,665
904
$857K 0.01%
31,462
+250
905
$857K 0.01%
21,688
-20
906
$856K 0.01%
13,146
+3,225
907
$852K 0.01%
53,636
+640
908
$852K 0.01%
32,080
+6,895
909
$851K 0.01%
17,583
-645
910
$849K 0.01%
32,017
+5,327
911
$847K 0.01%
10,287
-119
912
$843K 0.01%
107,946
+5,968
913
$842K 0.01%
62,726
-9,984
914
$841K 0.01%
19,026
-457
915
$837K 0.01%
12,279
+479
916
$835K 0.01%
11,436
-390
917
$830K 0.01%
+24,661
918
$823K 0.01%
196,370
+26,681
919
$820K 0.01%
25,608
+12,548
920
$819K 0.01%
+42,132
921
$818K 0.01%
11,100
+2,535
922
$817K 0.01%
8,538
+234
923
$817K 0.01%
28,962
+225
924
$817K 0.01%
32,216
+6,992
925
$814K 0.01%
12,865
-422
35 36
37
38 39