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
1526
$239K ﹤0.01%
+9,692
1527
$239K ﹤0.01%
1,730
-34
1528
$238K ﹤0.01%
21,168
+4,042
1529
$238K ﹤0.01%
3,853
+113
1530
$238K ﹤0.01%
6,906
+205
1531
$238K ﹤0.01%
4,277
+325
1532
$238K ﹤0.01%
38,505
-2,426
1533
$237K ﹤0.01%
19,612
+61
1534
$237K ﹤0.01%
25,607
+1,959
1535
$237K ﹤0.01%
5,340
+582
1536
$236K ﹤0.01%
7,982
+126
1537
$236K ﹤0.01%
9,549
-147
1538
$234K ﹤0.01%
+9,062
1539
$233K ﹤0.01%
543
+7
1540
$232K ﹤0.01%
+7,796
1541
$232K ﹤0.01%
3,666
-47
1542
$232K ﹤0.01%
4,398
+144
1543
$231K ﹤0.01%
6,739
-1,677
1544
$231K ﹤0.01%
15,805
-887
1545
$231K ﹤0.01%
27,342
+15,777
1546
$231K ﹤0.01%
+5,047
1547
$231K ﹤0.01%
+8,739
1548
$230K ﹤0.01%
+5,299
1549
$230K ﹤0.01%
+3,654
1550
$230K ﹤0.01%
+2,362
60 61
62
63 64