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
1326
$338K ﹤0.01%
15,718
-945
1327
$337K ﹤0.01%
7,008
+2,717
1328
$337K ﹤0.01%
47,491
-5,195
1329
$336K ﹤0.01%
14,862
-436
1330
$336K ﹤0.01%
11,950
+545
1331
$336K ﹤0.01%
10,372
+68
1332
$335K ﹤0.01%
5,117
-158
1333
$334K ﹤0.01%
4,403
+1,457
1334
$333K ﹤0.01%
15,798
+3,505
1335
$333K ﹤0.01%
+12,192
1336
$332K ﹤0.01%
12,310
+206
1337
$332K ﹤0.01%
6,225
+3
1338
$332K ﹤0.01%
4,401
+516
1339
$331K ﹤0.01%
6,144
+2,146
1340
$330K ﹤0.01%
9,348
+957
1341
$330K ﹤0.01%
594
+233
1342
$330K ﹤0.01%
8,550
+1,034
1343
$329K ﹤0.01%
5,502
-627
1344
$329K ﹤0.01%
17,447
+1,575
1345
$329K ﹤0.01%
8,452
-66
1346
$328K ﹤0.01%
14,211
+307
1347
$327K ﹤0.01%
29,587
-2,546
1348
$326K ﹤0.01%
19,720
+893
1349
$326K ﹤0.01%
15,311
+4,204
1350
$325K ﹤0.01%
+13,376
52 53
54
55 56