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
1401
$299K ﹤0.01%
29,241
-4,694
1402
$299K ﹤0.01%
23,799
+1,218
1403
$299K ﹤0.01%
+7,224
1404
$299K ﹤0.01%
12,722
-38
1405
$297K ﹤0.01%
+13,804
1406
$297K ﹤0.01%
3,597
+476
1407
$296K ﹤0.01%
12,750
-2,182
1408
$295K ﹤0.01%
20,701
+863
1409
$294K ﹤0.01%
61,370
+299
1410
$293K ﹤0.01%
4,266
+465
1411
$293K ﹤0.01%
11,350
+1,695
1412
$292K ﹤0.01%
5,453
+219
1413
$291K ﹤0.01%
46,380
-6,632
1414
$291K ﹤0.01%
4,650
+14
1415
$289K ﹤0.01%
4,093
+293
1416
$289K ﹤0.01%
18,246
-497
1417
$288K ﹤0.01%
21,728
+739
1418
$288K ﹤0.01%
9,304
+772
1419
$288K ﹤0.01%
+3,852
1420
$288K ﹤0.01%
30,729
+3,357
1421
$288K ﹤0.01%
108
+18
1422
$285K ﹤0.01%
18,560
+4,784
1423
$285K ﹤0.01%
4,867
-190
1424
$284K ﹤0.01%
6,824
+180
1425
$283K ﹤0.01%
4,397
+2,595
55 56
57
58 59