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
1376
$313K ﹤0.01%
11,885
-146
1377
$312K ﹤0.01%
3,330
+1,062
1378
$311K ﹤0.01%
12,933
+1,233
1379
$311K ﹤0.01%
794
+21
1380
$311K ﹤0.01%
3,858
-55
1381
$309K ﹤0.01%
6,734
+710
1382
$309K ﹤0.01%
8,249
+1,637
1383
$307K ﹤0.01%
11,787
-1,617
1384
$307K ﹤0.01%
3,294
-50
1385
$307K ﹤0.01%
244
+3
1386
$306K ﹤0.01%
9,829
-190
1387
$306K ﹤0.01%
23,862
+3,491
1388
$305K ﹤0.01%
14,799
+2,346
1389
$305K ﹤0.01%
35,188
+970
1390
$304K ﹤0.01%
+16,379
1391
$304K ﹤0.01%
43,049
-35,161
1392
$304K ﹤0.01%
3,040
-19
1393
$303K ﹤0.01%
+6,823
1394
$303K ﹤0.01%
6,608
+935
1395
$303K ﹤0.01%
10,506
+583
1396
$303K ﹤0.01%
+6,315
1397
$302K ﹤0.01%
+6,970
1398
$302K ﹤0.01%
9,317
-303
1399
$300K ﹤0.01%
18,814
+4,016
1400
$300K ﹤0.01%
8,015
+328
54 55
56
57 58