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 13.56%
3 Healthcare 13.52%
4 Energy 9.92%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$369K 0.01%
9,776
-219
1277
$368K 0.01%
2,505
+617
1278
$368K 0.01%
12,256
+563
1279
$368K 0.01%
20,351
+715
1280
$367K 0.01%
6,510
+2,313
1281
$366K 0.01%
18,648
-15,949
1282
$366K 0.01%
10,537
-137
1283
$365K 0.01%
6,431
-509
1284
$365K 0.01%
6,422
+532
1285
$364K 0.01%
70,698
+1,732
1286
$364K 0.01%
72,687
+16,150
1287
$363K 0.01%
11,947
+2,219
1288
$363K 0.01%
6,610
+1,080
1289
$361K 0.01%
7,856
+2,944
1290
$361K 0.01%
11,456
+1,111
1291
$361K 0.01%
7,547
+236
1292
$361K 0.01%
12,247
+1,669
1293
$359K 0.01%
+65,969
1294
$358K 0.01%
6,682
+2,010
1295
$358K 0.01%
25,584
-174
1296
$356K 0.01%
23,676
-4,527
1297
$356K 0.01%
13,367
+27
1298
$355K 0.01%
5,056
+543
1299
$355K 0.01%
9,000
1300
$355K 0.01%
+4,238
50 51
52
53 54