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
1526
$350K ﹤0.01%
6,226
+1,489
1527
$350K ﹤0.01%
2,990
-391
1528
$349K ﹤0.01%
12,568
-5,129
1529
$348K ﹤0.01%
10,204
+424
1530
$346K ﹤0.01%
10,429
+1,705
1531
$346K ﹤0.01%
7,355
+461
1532
$345K ﹤0.01%
40,719
-17,352
1533
$344K ﹤0.01%
28,177
+6,160
1534
$343K ﹤0.01%
37,407
-5,870
1535
$342K ﹤0.01%
20,248
+216
1536
$342K ﹤0.01%
+20,551
1537
$341K ﹤0.01%
24,199
-215
1538
$339K ﹤0.01%
28,483
-4,584
1539
$339K ﹤0.01%
4,243
+532
1540
$338K ﹤0.01%
1,579
-177
1541
$338K ﹤0.01%
19,864
+230
1542
$337K ﹤0.01%
13,025
-9,760
1543
$337K ﹤0.01%
8,017
+72
1544
$337K ﹤0.01%
14,766
+444
1545
$337K ﹤0.01%
10,418
+190
1546
$336K ﹤0.01%
8,388
+1,090
1547
$336K ﹤0.01%
55,225
+16,713
1548
$335K ﹤0.01%
21,645
+2,149
1549
$335K ﹤0.01%
13,957
+847
1550
$334K ﹤0.01%
+7,787
60 61
62
63 64