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
1376
$463K ﹤0.01%
27,834
+2,352
1377
$463K ﹤0.01%
6,995
+220
1378
$462K ﹤0.01%
19,055
+3,907
1379
$461K ﹤0.01%
12,852
+4,525
1380
$460K ﹤0.01%
16,293
+547
1381
$459K ﹤0.01%
36,223
+4,310
1382
$455K ﹤0.01%
38,459
-485
1383
$454K ﹤0.01%
10,898
+2,926
1384
$454K ﹤0.01%
+6,250
1385
$453K ﹤0.01%
14,703
-15,528
1386
$453K ﹤0.01%
8,979
+1,646
1387
$453K ﹤0.01%
11,393
+1,608
1388
$453K ﹤0.01%
+20,074
1389
$452K ﹤0.01%
37,854
+1,454
1390
$452K ﹤0.01%
15,759
+571
1391
$451K ﹤0.01%
14,648
+214
1392
$450K ﹤0.01%
46,647
+523
1393
$450K ﹤0.01%
15,277
+771
1394
$449K ﹤0.01%
9,643
+1,011
1395
$449K ﹤0.01%
13,272
+819
1396
$446K ﹤0.01%
9,928
+809
1397
$446K ﹤0.01%
16,822
-190
1398
$445K ﹤0.01%
16,062
+699
1399
$444K ﹤0.01%
7,900
+496
1400
$442K ﹤0.01%
33,525
-1,321
54 55
56
57 58