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
951
$1.17M 0.01%
99,930
+47,370
952
$1.17M 0.01%
11,426
-2,483
953
$1.16M 0.01%
22,163
+802
954
$1.16M 0.01%
17,679
-9,030
955
$1.15M 0.01%
50,556
-31,656
956
$1.15M 0.01%
158,806
-7,218
957
$1.15M 0.01%
35,369
+1,678
958
$1.14M 0.01%
19,614
-921
959
$1.14M 0.01%
15,836
+1,248
960
$1.13M 0.01%
102,850
-1,331
961
$1.13M 0.01%
25,950
-27
962
$1.13M 0.01%
69,820
+2,067
963
$1.13M 0.01%
34,775
+6,640
964
$1.13M 0.01%
48,634
-7,973
965
$1.12M 0.01%
19,748
+7,379
966
$1.12M 0.01%
4,786
+699
967
$1.12M 0.01%
75,981
-16,222
968
$1.12M 0.01%
1,241
-276
969
$1.11M 0.01%
28,226
-5,453
970
$1.11M 0.01%
10,295
-418
971
$1.11M 0.01%
23,532
+127
972
$1.11M 0.01%
46,607
+34,667
973
$1.11M 0.01%
9,382
+184
974
$1.11M 0.01%
170,623
+623
975
$1.11M 0.01%
41,639
+19,898
37 38
39
40 41