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
976
$1.1M 0.01%
16,751
+1,237
977
$1.1M 0.01%
50,081
+12,987
978
$1.1M 0.01%
23,637
+1,920
979
$1.09M 0.01%
14,084
+147
980
$1.09M 0.01%
26,472
-955
981
$1.09M 0.01%
57,269
+8,455
982
$1.09M 0.01%
34,818
+422
983
$1.09M 0.01%
23,482
-3,672
984
$1.09M 0.01%
7,846
+2,684
985
$1.09M 0.01%
+4,313
986
$1.09M 0.01%
32,356
+1,352
987
$1.09M 0.01%
38,911
+19,615
988
$1.08M 0.01%
25,477
+7,438
989
$1.08M 0.01%
61,328
+2,828
990
$1.07M 0.01%
16,834
+88
991
$1.06M 0.01%
36,326
+6,788
992
$1.06M 0.01%
63,016
+667
993
$1.05M 0.01%
17,528
+1,350
994
$1.05M 0.01%
158,888
+66,690
995
$1.05M 0.01%
26,352
-8,195
996
$1.04M 0.01%
16,821
+8,667
997
$1.04M 0.01%
24,382
-7,448
998
$1.04M 0.01%
70,141
+1,370
999
$1.04M 0.01%
+55,656
1000
$1.04M 0.01%
30,755
-4,605
38 39
40
41 42