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
1601
$309K ﹤0.01%
6,425
+1,068
1602
$309K ﹤0.01%
17,968
+1,628
1603
$309K ﹤0.01%
30,779
+3,889
1604
$308K ﹤0.01%
6,432
-295
1605
$307K ﹤0.01%
12,304
+1,016
1606
$307K ﹤0.01%
+7,526
1607
$307K ﹤0.01%
7,294
-964
1608
$307K ﹤0.01%
30,036
-31,654
1609
$306K ﹤0.01%
16,780
-1,320
1610
$306K ﹤0.01%
23,488
+2,347
1611
$306K ﹤0.01%
39,124
+1,640
1612
$306K ﹤0.01%
5,095
+44
1613
$306K ﹤0.01%
48,966
-2,834
1614
$305K ﹤0.01%
8,802
+149
1615
$304K ﹤0.01%
+1,967
1616
$303K ﹤0.01%
+13,332
1617
$300K ﹤0.01%
6,826
-197
1618
$299K ﹤0.01%
6,139
+207
1619
$299K ﹤0.01%
8,288
+37
1620
$299K ﹤0.01%
22,761
-18,305
1621
$298K ﹤0.01%
13,915
+555
1622
$296K ﹤0.01%
+11,268
1623
$296K ﹤0.01%
9,067
+1,370
1624
$296K ﹤0.01%
15,692
+1,679
1625
$295K ﹤0.01%
8,366
+1,607
63 64
65
66 67