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
1251
$394K 0.01%
8,739
+1,580
1252
$393K 0.01%
2,623
-782
1253
$392K 0.01%
37,324
-793
1254
$391K 0.01%
12,387
+3,528
1255
$391K 0.01%
4,566
-47
1256
$390K 0.01%
5,555
+480
1257
$390K 0.01%
7,287
-89
1258
$388K 0.01%
+6,128
1259
$386K 0.01%
7,951
-11
1260
$386K 0.01%
3,507
+97
1261
$384K 0.01%
2,990
+954
1262
$382K 0.01%
45,791
-1,672
1263
$381K 0.01%
8,176
-11
1264
$381K 0.01%
6,122
+819
1265
$379K 0.01%
4,581
+96
1266
$378K 0.01%
7,512
+2,738
1267
$377K 0.01%
16,281
-11,763
1268
$376K 0.01%
19,602
-138
1269
$376K 0.01%
+12,548
1270
$375K 0.01%
23,773
+2,667
1271
$373K 0.01%
14,276
-524
1272
$372K 0.01%
10,129
+2,548
1273
$370K 0.01%
6,836
+3,108
1274
$369K 0.01%
3,000
-2,035
1275
$369K 0.01%
11,816
-251
49 50
51
52 53