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
1126
$770K 0.01%
36,486
-2,233
1127
$769K 0.01%
27,574
-12,702
1128
$768K 0.01%
13,112
+1,616
1129
$767K 0.01%
19,933
-3,845
1130
$763K 0.01%
29,823
+9,943
1131
$762K 0.01%
27,137
+5,363
1132
$758K 0.01%
5,904
+1,558
1133
$757K 0.01%
35,275
+6,149
1134
$753K 0.01%
6,335
+370
1135
$748K 0.01%
23,529
-639
1136
$747K 0.01%
22,512
+459
1137
$743K 0.01%
41,440
-240
1138
$743K 0.01%
37,784
+9,026
1139
$741K 0.01%
34,949
+2,818
1140
$740K 0.01%
31,218
+1,010
1141
$739K 0.01%
142,749
+138
1142
$737K 0.01%
17,530
+5,754
1143
$735K 0.01%
18,685
+3,655
1144
$733K 0.01%
58,722
+1,892
1145
$729K 0.01%
11,676
+1,749
1146
$728K 0.01%
12,407
+4,213
1147
$728K 0.01%
18,912
-18,021
1148
$726K 0.01%
30,219
+1,248
1149
$725K 0.01%
20,220
-2,746
1150
$724K 0.01%
6,417
+851
44 45
46
47 48