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
76
$29.8M 0.27%
752,836
+63,266
77
$29.6M 0.27%
660,149
+33,780
78
$29.6M 0.27%
163,971
+4,535
79
$29.5M 0.27%
23,164
+1,052
80
$29.5M 0.27%
839,544
+195,904
81
$29.3M 0.27%
484,934
+58,783
82
$29.1M 0.27%
342,265
+10,007
83
$28.9M 0.26%
440,045
+56,542
84
$28.6M 0.26%
1,083,203
+133,510
85
$28.3M 0.26%
202,927
+39,489
86
$28.3M 0.26%
612,637
+25,159
87
$27.5M 0.25%
216,180
+6,961
88
$27.3M 0.25%
89,107
+6,423
89
$27.2M 0.25%
908,834
+32,580
90
$27.2M 0.25%
605,194
+33,474
91
$27.2M 0.25%
204,899
+5,959
92
$27.1M 0.25%
691,749
-81,747
93
$26.6M 0.24%
425,765
+36,431
94
$26.5M 0.24%
483,196
+23,876
95
$26.3M 0.24%
272,868
+5,210
96
$26.3M 0.24%
740,370
+40,124
97
$26.2M 0.24%
341,077
+69,793
98
$26.2M 0.24%
1,010,064
+115,452
99
$26.1M 0.24%
472,990
+13,802
100
$25M 0.23%
443,406
+69,034
2 3
4
5 6