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
1451
$408K ﹤0.01%
10,102
+2,554
1452
$408K ﹤0.01%
13,791
-1,831
1453
$405K ﹤0.01%
13,657
+1,536
1454
$405K ﹤0.01%
23,961
+2,657
1455
$404K ﹤0.01%
7,321
+2,689
1456
$403K ﹤0.01%
8,631
+600
1457
$401K ﹤0.01%
+10,713
1458
$400K ﹤0.01%
19,750
+778
1459
$394K ﹤0.01%
20,952
+2,919
1460
$393K ﹤0.01%
6,447
+639
1461
$393K ﹤0.01%
27,800
+5,484
1462
$391K ﹤0.01%
8,242
-72
1463
$391K ﹤0.01%
9,171
+1,060
1464
$391K ﹤0.01%
68,158
-511
1465
$390K ﹤0.01%
+5,918
1466
$388K ﹤0.01%
6,456
-1,295
1467
$388K ﹤0.01%
9,430
+622
1468
$387K ﹤0.01%
1,644
+85
1469
$387K ﹤0.01%
10,779
-580
1470
$387K ﹤0.01%
35,684
+367
1471
$386K ﹤0.01%
28,840
+11,068
1472
$386K ﹤0.01%
48,368
+23,073
1473
$386K ﹤0.01%
9,862
-7,377
1474
$386K ﹤0.01%
52,815
+8,210
1475
$385K ﹤0.01%
11,007
+3,055
57 58
59
60 61