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
926
$1.22M 0.01%
6,272
+926
927
$1.22M 0.01%
28,757
+2,626
928
$1.22M 0.01%
28,754
-4,309
929
$1.21M 0.01%
9,232
+2,108
930
$1.21M 0.01%
62,299
-32,335
931
$1.21M 0.01%
33,075
-7,956
932
$1.21M 0.01%
58,630
+5,370
933
$1.21M 0.01%
16,516
-283
934
$1.21M 0.01%
64,991
+1,368
935
$1.21M 0.01%
44,833
+1,538
936
$1.21M 0.01%
35,184
-21,890
937
$1.2M 0.01%
69,077
-8,570
938
$1.19M 0.01%
41,390
+3,792
939
$1.19M 0.01%
128,231
+33,008
940
$1.19M 0.01%
62,514
+1,606
941
$1.19M 0.01%
14,613
+1,986
942
$1.19M 0.01%
151,002
+57,342
943
$1.19M 0.01%
23,736
-3,765
944
$1.19M 0.01%
24,580
+9,369
945
$1.19M 0.01%
25,968
+2,986
946
$1.19M 0.01%
17,447
+6,203
947
$1.18M 0.01%
165,458
-111,776
948
$1.17M 0.01%
6,732
+70
949
$1.17M 0.01%
31,504
-5,440
950
$1.17M 0.01%
73,933
+7,164
36 37
38
39 40