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
126
$20.8M 0.19%
218,418
+12,330
127
$20.8M 0.19%
299,029
-55,669
128
$20.4M 0.19%
620,900
-76,380
129
$20.4M 0.19%
2,684,586
+3,590
130
$20.2M 0.19%
787,460
+38,565
131
$20M 0.18%
299,626
+70,700
132
$19.7M 0.18%
620,266
+41,025
133
$19.7M 0.18%
429,219
-359,408
134
$19.6M 0.18%
103,901
+5,664
135
$19.6M 0.18%
133,867
+12,074
136
$19.6M 0.18%
302,327
-1,148
137
$19.5M 0.18%
191,050
+57,645
138
$19.1M 0.18%
441,711
+39,248
139
$19.1M 0.17%
408,109
+19,418
140
$18.8M 0.17%
2,242,138
+474,930
141
$18.7M 0.17%
427,178
+59,530
142
$18.5M 0.17%
234,170
+23,551
143
$18.5M 0.17%
235,724
+27,092
144
$18.4M 0.17%
225,574
+18,054
145
$18.3M 0.17%
167,603
+15,650
146
$18.3M 0.17%
194,416
+11,165
147
$18.2M 0.17%
122,045
+9,123
148
$18.1M 0.17%
131,656
-2,754
149
$18.1M 0.17%
186,285
+21,319
150
$18M 0.17%
401,504
+36,642
4 5
6
7 8