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
1501
$373K ﹤0.01%
12,106
+1,216
1502
$372K ﹤0.01%
9,187
-205
1503
$371K ﹤0.01%
8,633
+603
1504
$370K ﹤0.01%
+29,393
1505
$368K ﹤0.01%
11,844
+446
1506
$368K ﹤0.01%
21,063
-897
1507
$367K ﹤0.01%
6,788
+813
1508
$367K ﹤0.01%
29,176
+11,320
1509
$365K ﹤0.01%
6,528
-40
1510
$365K ﹤0.01%
7,815
+2,127
1511
$363K ﹤0.01%
4,819
-1,623
1512
$363K ﹤0.01%
11,200
+2,045
1513
$361K ﹤0.01%
31,525
-1,441
1514
$361K ﹤0.01%
36,864
+2,891
1515
$361K ﹤0.01%
10,409
-1,539
1516
$358K ﹤0.01%
32,864
+5,624
1517
$358K ﹤0.01%
8,028
+1,970
1518
$357K ﹤0.01%
20,543
+1,770
1519
$354K ﹤0.01%
13,679
-4,169
1520
$353K ﹤0.01%
7,976
-9
1521
$352K ﹤0.01%
+8,395
1522
$351K ﹤0.01%
2,766
-315
1523
$351K ﹤0.01%
4,542
+560
1524
$351K ﹤0.01%
26,750
+2,489
1525
$350K ﹤0.01%
20,685
+2,632
59 60
61
62 63