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
1626
$197K ﹤0.01%
46,741
+3,095
1627
$195K ﹤0.01%
24,763
+13,438
1628
$194K ﹤0.01%
+10,882
1629
$192K ﹤0.01%
8,510
+5,239
1630
$191K ﹤0.01%
4,453
-2,787
1631
$189K ﹤0.01%
16,874
+342
1632
$188K ﹤0.01%
12,300
-5,585
1633
$188K ﹤0.01%
22,880
+221
1634
$186K ﹤0.01%
4,412
+1,238
1635
$184K ﹤0.01%
1,428
+66
1636
$181K ﹤0.01%
11,455
+968
1637
$179K ﹤0.01%
28,174
-8,375
1638
$178K ﹤0.01%
2,447
-79
1639
$177K ﹤0.01%
5,495
+15
1640
$171K ﹤0.01%
14,357
-816
1641
$170K ﹤0.01%
2,690
+156
1642
$169K ﹤0.01%
1,686
-1,875
1643
$168K ﹤0.01%
+10,003
1644
$167K ﹤0.01%
+12,158
1645
$165K ﹤0.01%
15,246
+538
1646
$164K ﹤0.01%
+11,535
1647
$163K ﹤0.01%
17,797
+153
1648
$162K ﹤0.01%
6,561
-1,326
1649
$160K ﹤0.01%
56,670
-10,016
1650
$160K ﹤0.01%
8,154
-462
64 65
66
67 68