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
$10.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,086
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$19.5M
3
+$15.3M
4
PNW icon
Pinnacle West Capital
PNW
+$14.2M
5
CVX icon
Chevron
CVX
+$13.1M

Top Sells

1
+$105M
2
+$18.7M
3
+$16.5M
4
SNY icon
Sanofi
SNY
+$10.2M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$9.5M

Sector Composition

1 Financials 17.21%
2 Healthcare 14.86%
3 Technology 14.22%
4 Consumer Staples 8.95%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$559K 0.01%
9,098
+1,756
1277
$558K 0.01%
20,663
+6,841
1278
$558K 0.01%
19,943
+12,301
1279
$558K 0.01%
7,604
-548
1280
$557K 0.01%
21,568
-1,578
1281
$556K 0.01%
8,112
+2,452
1282
$556K 0.01%
18,531
+2,628
1283
$555K 0.01%
11,173
+98
1284
$554K 0.01%
+1,500
1285
$553K 0.01%
26,904
+3,446
1286
$552K 0.01%
9,863
+998
1287
$552K 0.01%
30,148
+6,119
1288
$552K 0.01%
34,788
+4,340
1289
$551K 0.01%
7,246
+631
1290
$550K 0.01%
16,429
-178
1291
$549K 0.01%
22,055
+3,255
1292
$547K 0.01%
10,628
+2,562
1293
$546K 0.01%
10,031
+1,960
1294
$546K 0.01%
9,903
-377
1295
$543K 0.01%
23,110
-2,318
1296
$542K 0.01%
13,852
+1,845
1297
$542K 0.01%
40,236
+11,952
1298
$541K 0.01%
15,319
-1,167
1299
$540K ﹤0.01%
6,540
+1,237
1300
$537K ﹤0.01%
10,869
+772
50 51
52
53 54