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
1351
$483K ﹤0.01%
7,965
-436
1352
$483K ﹤0.01%
35,953
-5,413
1353
$480K ﹤0.01%
4,446
+215
1354
$480K ﹤0.01%
13,789
+369
1355
$480K ﹤0.01%
10,124
+3,446
1356
$479K ﹤0.01%
42,573
+27,345
1357
$479K ﹤0.01%
1,459
+228
1358
$478K ﹤0.01%
+37,275
1359
$477K ﹤0.01%
17,582
+6,718
1360
$475K ﹤0.01%
26,522
-6,174
1361
$475K ﹤0.01%
33,106
+358
1362
$474K ﹤0.01%
25,001
+3,931
1363
$474K ﹤0.01%
84,105
+8,631
1364
$473K ﹤0.01%
9,984
+1,872
1365
$470K ﹤0.01%
8,626
+624
1366
$470K ﹤0.01%
24,570
+5,314
1367
$469K ﹤0.01%
33,975
+11,949
1368
$468K ﹤0.01%
34,968
-1,521
1369
$468K ﹤0.01%
15,409
-122
1370
$467K ﹤0.01%
13,328
+243
1371
$467K ﹤0.01%
11,980
+140
1372
$467K ﹤0.01%
8,193
-4,047
1373
$466K ﹤0.01%
58,218
-2,843
1374
$465K ﹤0.01%
14,988
+5,904
1375
$465K ﹤0.01%
10,922
-1,143
53 54
55
56 57