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
1576
$219K ﹤0.01%
+8,226
1577
$219K ﹤0.01%
+5,926
1578
$218K ﹤0.01%
+8,365
1579
$218K ﹤0.01%
+1,891
1580
$217K ﹤0.01%
+3,885
1581
$216K ﹤0.01%
+5,557
1582
$215K ﹤0.01%
14,189
+1,154
1583
$214K ﹤0.01%
5,637
-194
1584
$214K ﹤0.01%
3,887
-326
1585
$214K ﹤0.01%
+6,155
1586
$213K ﹤0.01%
+6,451
1587
$213K ﹤0.01%
+4,646
1588
$212K ﹤0.01%
+3,683
1589
$212K ﹤0.01%
+13,834
1590
$210K ﹤0.01%
+5,432
1591
$210K ﹤0.01%
4,868
-520
1592
$210K ﹤0.01%
+8,322
1593
$210K ﹤0.01%
+4,206
1594
$209K ﹤0.01%
+2,195
1595
$209K ﹤0.01%
7,282
+46
1596
$209K ﹤0.01%
19,663
-12,901
1597
$208K ﹤0.01%
2,766
+3
1598
$208K ﹤0.01%
+3,796
1599
$207K ﹤0.01%
+7,766
1600
$207K ﹤0.01%
+6,022
62 63
64
65 66