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
1601
$206K ﹤0.01%
1,366
-666
1602
$206K ﹤0.01%
4,004
-241
1603
$206K ﹤0.01%
13,547
-556
1604
$205K ﹤0.01%
473
1605
$205K ﹤0.01%
4,197
+450
1606
$205K ﹤0.01%
4,831
-89
1607
$205K ﹤0.01%
+6,059
1608
$204K ﹤0.01%
49,608
+4,591
1609
$204K ﹤0.01%
79,554
-30,135
1610
$203K ﹤0.01%
+3,824
1611
$203K ﹤0.01%
10,517
+473
1612
$203K ﹤0.01%
+2,199
1613
$202K ﹤0.01%
+5,454
1614
$202K ﹤0.01%
7,946
-5,368
1615
$202K ﹤0.01%
+13,125
1616
$202K ﹤0.01%
+6,086
1617
$202K ﹤0.01%
6,195
-3,327
1618
$202K ﹤0.01%
+5,471
1619
$201K ﹤0.01%
6,165
-151
1620
$201K ﹤0.01%
958
-3,233
1621
$201K ﹤0.01%
12,985
+519
1622
$201K ﹤0.01%
20,927
-5,921
1623
$200K ﹤0.01%
+5,388
1624
$200K ﹤0.01%
+12
1625
$199K ﹤0.01%
+17,016
63 64
65
66 67