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
976
$713K 0.01%
10,523
+10
977
$710K 0.01%
49,529
+257
978
$708K 0.01%
6,046
+369
979
$707K 0.01%
39,710
+1,384
980
$707K 0.01%
19,688
+1,304
981
$706K 0.01%
41,601
+3,035
982
$703K 0.01%
114,870
+6,650
983
$703K 0.01%
14,384
+409
984
$703K 0.01%
22,384
-721
985
$701K 0.01%
23,566
+1,744
986
$701K 0.01%
16,609
+4,424
987
$699K 0.01%
10,920
-811
988
$697K 0.01%
32,844
+3,408
989
$694K 0.01%
12,061
+914
990
$694K 0.01%
38,016
+7,747
991
$691K 0.01%
11,107
+609
992
$690K 0.01%
15,703
+1,618
993
$690K 0.01%
+22,452
994
$689K 0.01%
20,975
+7,265
995
$685K 0.01%
56,715
-6,775
996
$679K 0.01%
26,297
-593
997
$674K 0.01%
39,770
+25,396
998
$673K 0.01%
18,231
+1,417
999
$672K 0.01%
7,416
+3,888
1000
$670K 0.01%
+13,046
38 39
40
41 42