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
1551
$331K ﹤0.01%
10,180
+227
1552
$331K ﹤0.01%
682
-1,332
1553
$331K ﹤0.01%
10,456
-2,960
1554
$329K ﹤0.01%
14,305
+4,140
1555
$329K ﹤0.01%
24,888
+1,879
1556
$328K ﹤0.01%
5,838
+705
1557
$328K ﹤0.01%
+9,747
1558
$328K ﹤0.01%
20,712
+4,718
1559
$327K ﹤0.01%
+11,179
1560
$327K ﹤0.01%
343,843
-268,987
1561
$327K ﹤0.01%
7,576
-71
1562
$327K ﹤0.01%
14,458
-1,208
1563
$327K ﹤0.01%
9,352
+1,710
1564
$327K ﹤0.01%
17,786
+2,316
1565
$327K ﹤0.01%
+7,624
1566
$326K ﹤0.01%
+8,938
1567
$326K ﹤0.01%
6,321
+222
1568
$326K ﹤0.01%
+5,849
1569
$324K ﹤0.01%
11,882
+370
1570
$323K ﹤0.01%
+8,670
1571
$322K ﹤0.01%
5,642
+1,051
1572
$322K ﹤0.01%
11,194
+195
1573
$322K ﹤0.01%
16,294
-122
1574
$320K ﹤0.01%
17,234
+362
1575
$320K ﹤0.01%
36,267
-7,359
61 62
63
64 65