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
1201
$432K 0.01%
12,751
-841
1202
$432K 0.01%
12,530
-354
1203
$432K 0.01%
3,427
-57
1204
$431K 0.01%
3,697
+1,134
1205
$431K 0.01%
2,837
+679
1206
$430K 0.01%
9,566
+456
1207
$430K 0.01%
8,058
+430
1208
$430K 0.01%
4,968
+533
1209
$430K 0.01%
4,123
+1,304
1210
$429K 0.01%
14,400
-9
1211
$429K 0.01%
114,417
-15,087
1212
$428K 0.01%
3,247
+977
1213
$427K 0.01%
11,957
+3,192
1214
$426K 0.01%
11,719
-223
1215
$426K 0.01%
4,659
+287
1216
$424K 0.01%
43,570
-23,547
1217
$423K 0.01%
22,036
-2,479
1218
$422K 0.01%
12,837
-2,160
1219
$421K 0.01%
52,931
+1,508
1220
$420K 0.01%
12,822
-1,732
1221
$420K 0.01%
10,853
-2,072
1222
$419K 0.01%
+6,044
1223
$419K 0.01%
19,842
+285
1224
$418K 0.01%
6,898
+241
1225
$417K 0.01%
8,086
+1,606
47 48
49
50 51