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
76
$18.8M 0.27%
483,776
+10,466
77
$18.7M 0.27%
211,034
+5,387
78
$18.6M 0.27%
174,758
+9,655
79
$18.4M 0.27%
380,172
-18,810
80
$18.4M 0.27%
384,057
+18,270
81
$18.2M 0.26%
255,038
+19,089
82
$18.1M 0.26%
482,404
+54,743
83
$17.9M 0.26%
438,152
+16,345
84
$17.9M 0.26%
174,414
+5,639
85
$17.8M 0.26%
163,940
+6,609
86
$17.6M 0.26%
14,646
+779
87
$17.5M 0.25%
236,368
+6,631
88
$17.3M 0.25%
167,275
+33,531
89
$17.3M 0.25%
175,492
+9,650
90
$17.2M 0.25%
202,646
+6,857
91
$17.2M 0.25%
200,442
+7,796
92
$17.2M 0.25%
1,416,021
+77,521
93
$17M 0.25%
487,200
+87,239
94
$17M 0.25%
181,014
+6,628
95
$16.9M 0.25%
309,946
+18,116
96
$16.5M 0.24%
124,999
+8,131
97
$16.2M 0.24%
308,000
+13,222
98
$16.2M 0.23%
230,201
+1,950
99
$16M 0.23%
139,100
+2,140
100
$16M 0.23%
173,445
+23,218
2 3
4
5 6