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
1351
$325K ﹤0.01%
16,084
-244
1352
$324K ﹤0.01%
17,124
+6,600
1353
$324K ﹤0.01%
8,696
+2,021
1354
$323K ﹤0.01%
+5,416
1355
$323K ﹤0.01%
13,488
+314
1356
$322K ﹤0.01%
7,952
+398
1357
$322K ﹤0.01%
7,518
-250
1358
$322K ﹤0.01%
22,275
-3,391
1359
$321K ﹤0.01%
12,208
+414
1360
$320K ﹤0.01%
108,041
-18,294
1361
$318K ﹤0.01%
8,981
+557
1362
$318K ﹤0.01%
175
+5
1363
$318K ﹤0.01%
3,269
-250
1364
$318K ﹤0.01%
29,189
-1,100
1365
$317K ﹤0.01%
4,834
-103
1366
$317K ﹤0.01%
7,890
-1,068
1367
$317K ﹤0.01%
6,282
+195
1368
$316K ﹤0.01%
12,016
+2,630
1369
$316K ﹤0.01%
4,325
+118
1370
$316K ﹤0.01%
20,789
+2,344
1371
$316K ﹤0.01%
+6,597
1372
$315K ﹤0.01%
4,897
+289
1373
$315K ﹤0.01%
5,468
+99
1374
$315K ﹤0.01%
10,626
-560
1375
$313K ﹤0.01%
+1,044
53 54
55
56 57