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
1476
$385K ﹤0.01%
13,774
+498
1477
$385K ﹤0.01%
2,412
-2,210
1478
$385K ﹤0.01%
24,188
+1,680
1479
$385K ﹤0.01%
12,384
-1,240
1480
$384K ﹤0.01%
8,260
+969
1481
$384K ﹤0.01%
16,000
+611
1482
$384K ﹤0.01%
4,533
-2,347
1483
$384K ﹤0.01%
44,600
-322
1484
$383K ﹤0.01%
4,298
+1,498
1485
$382K ﹤0.01%
12,635
-5,243
1486
$382K ﹤0.01%
7,865
+1,400
1487
$382K ﹤0.01%
9,969
+4,155
1488
$382K ﹤0.01%
40,657
+6,027
1489
$381K ﹤0.01%
4,497
-292
1490
$381K ﹤0.01%
+22,046
1491
$380K ﹤0.01%
18,343
+582
1492
$380K ﹤0.01%
15,675
+505
1493
$379K ﹤0.01%
37,730
-31,424
1494
$377K ﹤0.01%
+3,938
1495
$377K ﹤0.01%
24,046
+10,536
1496
$377K ﹤0.01%
1,571
+341
1497
$375K ﹤0.01%
6,744
-83
1498
$375K ﹤0.01%
4,797
-939
1499
$374K ﹤0.01%
8,302
+80
1500
$373K ﹤0.01%
10,361
+404
58 59
60
61 62