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
1476
$258K ﹤0.01%
12,603
-228
1477
$258K ﹤0.01%
+6,000
1478
$257K ﹤0.01%
5,958
-794
1479
$256K ﹤0.01%
+9,005
1480
$256K ﹤0.01%
+11,758
1481
$255K ﹤0.01%
13,445
-753
1482
$255K ﹤0.01%
+6,065
1483
$255K ﹤0.01%
+29,940
1484
$255K ﹤0.01%
2,892
+324
1485
$254K ﹤0.01%
6,267
1486
$254K ﹤0.01%
5,560
-11,086
1487
$253K ﹤0.01%
23,358
+643
1488
$252K ﹤0.01%
+5,112
1489
$252K ﹤0.01%
4,759
+606
1490
$252K ﹤0.01%
1,757
+96
1491
$251K ﹤0.01%
+3,590
1492
$251K ﹤0.01%
5,459
+5
1493
$250K ﹤0.01%
3,000
-29
1494
$250K ﹤0.01%
6,019
+508
1495
$250K ﹤0.01%
+7,015
1496
$249K ﹤0.01%
7,579
+313
1497
$249K ﹤0.01%
16,676
+124
1498
$249K ﹤0.01%
67,067
+44,713
1499
$249K ﹤0.01%
3,195
-936
1500
$248K ﹤0.01%
39,933
+26,025
58 59
60
61 62