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
1576
$319K ﹤0.01%
5,800
+1,001
1577
$318K ﹤0.01%
17,209
-156
1578
$317K ﹤0.01%
6,806
+1,268
1579
$317K ﹤0.01%
35,858
+4,904
1580
$317K ﹤0.01%
5,257
-2,503
1581
$316K ﹤0.01%
6,948
+1,424
1582
$316K ﹤0.01%
7,656
-439
1583
$316K ﹤0.01%
2,747
+129
1584
$315K ﹤0.01%
36,087
+7,784
1585
$315K ﹤0.01%
5,823
+263
1586
$315K ﹤0.01%
18,537
-7,323
1587
$315K ﹤0.01%
6,360
-1,039
1588
$315K ﹤0.01%
49,160
+22,131
1589
$315K ﹤0.01%
+4,839
1590
$314K ﹤0.01%
9,809
-35,289
1591
$313K ﹤0.01%
+37,311
1592
$312K ﹤0.01%
22,288
-4,066
1593
$312K ﹤0.01%
25,594
-3,917
1594
$311K ﹤0.01%
11,576
-1,456
1595
$310K ﹤0.01%
+8,604
1596
$310K ﹤0.01%
+1,379
1597
$310K ﹤0.01%
13,027
-117
1598
$309K ﹤0.01%
22,595
+204
1599
$309K ﹤0.01%
7,887
+685
1600
$309K ﹤0.01%
22,818
+7,671
62 63
64
65 66