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
126
$13.2M 0.19%
203,085
+8,481
127
$13.2M 0.19%
148,053
+6,627
128
$13.2M 0.19%
163,495
+5,492
129
$13.1M 0.19%
300,444
+39,746
130
$13.1M 0.19%
264,993
+14,005
131
$13M 0.19%
118,904
+12,359
132
$13M 0.19%
753,238
+50,017
133
$13M 0.19%
97,726
-2,587
134
$13M 0.19%
505,656
+18,732
135
$12.8M 0.19%
266,294
-10,187
136
$12.8M 0.19%
422,768
-7,788
137
$12.7M 0.19%
1,504,165
+232,478
138
$12.7M 0.18%
239,641
+9,865
139
$12.7M 0.18%
386,364
+138,667
140
$12.6M 0.18%
83,040
+2,624
141
$12.4M 0.18%
116,228
+32,889
142
$12.4M 0.18%
153,449
+13,341
143
$12.2M 0.18%
148,033
+16,927
144
$12.2M 0.18%
103,337
+5,524
145
$12.2M 0.18%
164,344
+4,625
146
$12.1M 0.18%
962,094
+118,542
147
$12M 0.17%
523,157
-10,871
148
$11.9M 0.17%
137,029
+1,874
149
$11.8M 0.17%
265,508
+19,043
150
$11.8M 0.17%
256,731
+27,821
4 5
6
7 8