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
1151
$478K 0.01%
14,953
+590
1152
$476K 0.01%
19,540
-1,539
1153
$475K 0.01%
7,592
-388
1154
$474K 0.01%
10,284
+1,964
1155
$473K 0.01%
6,026
+133
1156
$473K 0.01%
14,024
+340
1157
$473K 0.01%
115,470
+104,090
1158
$473K 0.01%
66,181
-1,829
1159
$471K 0.01%
4,505
-321
1160
$471K 0.01%
8,092
+222
1161
$471K 0.01%
+14,394
1162
$469K 0.01%
10,352
-457
1163
$467K 0.01%
19,636
+9,693
1164
$466K 0.01%
22,189
-13,575
1165
$460K 0.01%
6,403
-1,979
1166
$459K 0.01%
19,054
+1,934
1167
$459K 0.01%
21,377
+8,522
1168
$459K 0.01%
7,595
+17
1169
$458K 0.01%
13,796
+3,288
1170
$458K 0.01%
52,263
-1,245
1171
$458K 0.01%
99,924
-22,428
1172
$458K 0.01%
26,870
-83,488
1173
$455K 0.01%
155,982
-4,762
1174
$455K 0.01%
9,840
+3,397
1175
$455K 0.01%
4,332
+1,586
45 46
47
48 49