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
1426
$424K ﹤0.01%
21,063
-1,020
1427
$423K ﹤0.01%
23,891
-810
1428
$423K ﹤0.01%
2,095
+7
1429
$422K ﹤0.01%
13,556
+2,281
1430
$421K ﹤0.01%
1,632
-253
1431
$420K ﹤0.01%
14,972
-4,922
1432
$420K ﹤0.01%
16,582
-6,036
1433
$419K ﹤0.01%
67,725
+14,663
1434
$418K ﹤0.01%
9,142
-2,394
1435
$417K ﹤0.01%
+20,031
1436
$416K ﹤0.01%
65,974
+510
1437
$416K ﹤0.01%
11,470
-14,701
1438
$416K ﹤0.01%
19,878
+511
1439
$416K ﹤0.01%
7,070
+1,351
1440
$414K ﹤0.01%
15,825
-1,317
1441
$414K ﹤0.01%
11,118
+480
1442
$414K ﹤0.01%
7,317
-6,715
1443
$414K ﹤0.01%
21,921
+3,008
1444
$413K ﹤0.01%
8,289
+1,530
1445
$413K ﹤0.01%
14,734
-16,011
1446
$412K ﹤0.01%
34,230
+10,977
1447
$410K ﹤0.01%
23,935
+1,682
1448
$410K ﹤0.01%
21,247
+234
1449
$410K ﹤0.01%
16,155
+2,448
1450
$409K ﹤0.01%
7,886
+215
56 57
58
59 60