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
1301
$536K ﹤0.01%
6,048
-692
1302
$536K ﹤0.01%
12,534
+1,963
1303
$535K ﹤0.01%
+24,630
1304
$534K ﹤0.01%
14,987
+898
1305
$533K ﹤0.01%
35,661
-17
1306
$532K ﹤0.01%
28,852
+3,678
1307
$531K ﹤0.01%
11,460
+3,783
1308
$530K ﹤0.01%
6,774
+683
1309
$529K ﹤0.01%
22,436
-832
1310
$529K ﹤0.01%
22,671
+608
1311
$528K ﹤0.01%
62,753
+5,054
1312
$528K ﹤0.01%
13,928
+9,091
1313
$526K ﹤0.01%
4,915
+1,198
1314
$526K ﹤0.01%
19,956
+3,325
1315
$525K ﹤0.01%
84,220
-9,595
1316
$525K ﹤0.01%
8,641
+920
1317
$524K ﹤0.01%
22,474
+13,072
1318
$523K ﹤0.01%
19,627
-3,472
1319
$522K ﹤0.01%
14,629
+769
1320
$522K ﹤0.01%
10,855
+269
1321
$521K ﹤0.01%
40,634
-8,077
1322
$520K ﹤0.01%
13,749
+240
1323
$518K ﹤0.01%
15,496
-171
1324
$518K ﹤0.01%
15,159
+293
1325
$517K ﹤0.01%
15,819
+878
51 52
53
54 55