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
1451
$270K ﹤0.01%
64,001
-4,090
1452
$270K ﹤0.01%
10,165
+458
1453
$268K ﹤0.01%
2,236
+167
1454
$268K ﹤0.01%
+13,668
1455
$267K ﹤0.01%
+4,194
1456
$266K ﹤0.01%
10,513
-6,750
1457
$266K ﹤0.01%
+1,908
1458
$266K ﹤0.01%
6,185
+1,363
1459
$266K ﹤0.01%
15,134
+718
1460
$266K ﹤0.01%
11,188
1461
$264K ﹤0.01%
15,268
+1,234
1462
$263K ﹤0.01%
26,556
-4,330
1463
$263K ﹤0.01%
13,866
-567
1464
$262K ﹤0.01%
3,590
+322
1465
$262K ﹤0.01%
81,648
-4,872
1466
$262K ﹤0.01%
+5,375
1467
$261K ﹤0.01%
6,087
-743
1468
$260K ﹤0.01%
4,442
+505
1469
$260K ﹤0.01%
994
-131
1470
$260K ﹤0.01%
+4,605
1471
$260K ﹤0.01%
+5,410
1472
$260K ﹤0.01%
15,970
-3,452
1473
$259K ﹤0.01%
4,738
+402
1474
$259K ﹤0.01%
15,398
-7,302
1475
$258K ﹤0.01%
4,808
-35
57 58
59
60 61