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
1551
$230K ﹤0.01%
+3,987
1552
$229K ﹤0.01%
3,820
+121
1553
$229K ﹤0.01%
+14,097
1554
$229K ﹤0.01%
+6,531
1555
$228K ﹤0.01%
+5,415
1556
$228K ﹤0.01%
+8,751
1557
$227K ﹤0.01%
+4,824
1558
$227K ﹤0.01%
4,188
-71
1559
$226K ﹤0.01%
+4,037
1560
$226K ﹤0.01%
5,994
-3,275
1561
$225K ﹤0.01%
13,272
-1,177
1562
$225K ﹤0.01%
6,774
-191
1563
$224K ﹤0.01%
+2,740
1564
$224K ﹤0.01%
14,438
-292
1565
$224K ﹤0.01%
13,147
+684
1566
$224K ﹤0.01%
+2,821
1567
$223K ﹤0.01%
+1,343
1568
$222K ﹤0.01%
14,146
+288
1569
$222K ﹤0.01%
+5,784
1570
$222K ﹤0.01%
+4,727
1571
$221K ﹤0.01%
8,995
+355
1572
$221K ﹤0.01%
17,671
+6,296
1573
$220K ﹤0.01%
+2,845
1574
$220K ﹤0.01%
780
+45
1575
$219K ﹤0.01%
6,349
+2
61 62
63
64 65