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
1401
$441K ﹤0.01%
7,822
+359
1402
$440K ﹤0.01%
30,869
-8,930
1403
$440K ﹤0.01%
7,699
-315
1404
$439K ﹤0.01%
186,795
-168,268
1405
$439K ﹤0.01%
31,437
-90,753
1406
$438K ﹤0.01%
8,878
-1,718
1407
$437K ﹤0.01%
9,171
+619
1408
$437K ﹤0.01%
4,194
+1,971
1409
$436K ﹤0.01%
+18,292
1410
$436K ﹤0.01%
6,449
+1,098
1411
$435K ﹤0.01%
14,369
+956
1412
$435K ﹤0.01%
28,375
+1,597
1413
$434K ﹤0.01%
3,795
1414
$433K ﹤0.01%
12,776
+2,740
1415
$433K ﹤0.01%
6,845
+282
1416
$432K ﹤0.01%
7,645
+901
1417
$431K ﹤0.01%
19,336
+911
1418
$431K ﹤0.01%
3,365
+320
1419
$431K ﹤0.01%
52,275
-39,571
1420
$431K ﹤0.01%
+11,453
1421
$430K ﹤0.01%
8,598
-247
1422
$429K ﹤0.01%
68,939
+35,656
1423
$426K ﹤0.01%
6,216
-352
1424
$425K ﹤0.01%
12,264
+3,933
1425
$425K ﹤0.01%
16,351
-5,999
55 56
57
58 59