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
901
$1.32M 0.01%
33,418
+301
902
$1.32M 0.01%
60,338
+7,599
903
$1.31M 0.01%
58,652
-11,720
904
$1.31M 0.01%
25,091
+6,030
905
$1.31M 0.01%
29,350
-1,722
906
$1.31M 0.01%
9,154
-1,287
907
$1.3M 0.01%
29,895
+4,177
908
$1.29M 0.01%
130,500
+51,682
909
$1.29M 0.01%
62,318
+10,407
910
$1.28M 0.01%
27,950
+1,750
911
$1.28M 0.01%
23,510
+8,108
912
$1.27M 0.01%
17,473
-48
913
$1.26M 0.01%
15,663
+990
914
$1.25M 0.01%
18,958
+4,933
915
$1.25M 0.01%
44,207
+16,688
916
$1.25M 0.01%
70,786
-44,449
917
$1.25M 0.01%
30,811
-261
918
$1.25M 0.01%
82,594
+23,339
919
$1.24M 0.01%
39,642
+1,192
920
$1.24M 0.01%
28,388
+9,142
921
$1.24M 0.01%
13,656
+2,080
922
$1.24M 0.01%
25,040
-324
923
$1.24M 0.01%
282,212
+157,733
924
$1.23M 0.01%
37,516
+3,778
925
$1.23M 0.01%
18,040
-5,692
35 36
37
38 39