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
1226
$417K 0.01%
6,523
+1,220
1227
$417K 0.01%
6,513
-4,096
1228
$417K 0.01%
12,699
+173
1229
$415K 0.01%
8,004
-1,336
1230
$414K 0.01%
27,519
-14,176
1231
$414K 0.01%
+4,908
1232
$414K 0.01%
12,568
-6,934
1233
$414K 0.01%
11,082
+2,531
1234
$413K 0.01%
22,225
+1,188
1235
$412K 0.01%
6,699
+97
1236
$412K 0.01%
9,786
+1,857
1237
$411K 0.01%
+6,266
1238
$409K 0.01%
16,645
-42
1239
$408K 0.01%
7,107
+2,984
1240
$408K 0.01%
5,229
-364
1241
$403K 0.01%
6,424
+455
1242
$402K 0.01%
7,835
+132
1243
$402K 0.01%
6,546
+57
1244
$402K 0.01%
3,036
+436
1245
$400K 0.01%
10,493
-634
1246
$399K 0.01%
19,074
-1,340
1247
$397K 0.01%
10,894
-994
1248
$397K 0.01%
3,763
-341
1249
$396K 0.01%
8,459
+2,217
1250
$395K 0.01%
24,132
+2,200
48 49
50
51 52