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
1301
$354K 0.01%
14,118
-1,020
1302
$354K 0.01%
19,742
+9,081
1303
$353K 0.01%
12,376
+341
1304
$352K 0.01%
29,719
+12,109
1305
$351K 0.01%
6,054
+280
1306
$350K 0.01%
5,074
-242
1307
$350K 0.01%
11,899
+67
1308
$350K 0.01%
+1,024
1309
$349K 0.01%
9,045
+1,033
1310
$348K 0.01%
6,660
+341
1311
$348K 0.01%
13,701
+2,091
1312
$346K 0.01%
54,391
+9,741
1313
$345K 0.01%
8,015
+238
1314
$345K 0.01%
9,026
+2,582
1315
$345K 0.01%
+13,259
1316
$343K 0.01%
23,850
+1,482
1317
$343K 0.01%
5,621
+537
1318
$343K 0.01%
37,268
+516
1319
$342K 0.01%
+9,687
1320
$341K 0.01%
18,040
+2,977
1321
$340K ﹤0.01%
9,334
-400
1322
$340K ﹤0.01%
+10,444
1323
$339K ﹤0.01%
+17,905
1324
$339K ﹤0.01%
+4,447
1325
$338K ﹤0.01%
9,171
-67
51 52
53
54 55