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
1626
$295K ﹤0.01%
14,669
-2,332
1627
$294K ﹤0.01%
29,815
+1,060
1628
$294K ﹤0.01%
+17,070
1629
$293K ﹤0.01%
1,836
-103
1630
$292K ﹤0.01%
7,222
+1,448
1631
$292K ﹤0.01%
3,230
-825
1632
$292K ﹤0.01%
6,445
+277
1633
$291K ﹤0.01%
10,069
+146
1634
$291K ﹤0.01%
44,943
-3,091
1635
$291K ﹤0.01%
144,121
-118,407
1636
$291K ﹤0.01%
18,878
+2,280
1637
$290K ﹤0.01%
17,956
-9,612
1638
$289K ﹤0.01%
9,214
+744
1639
$288K ﹤0.01%
7,166
-32
1640
$287K ﹤0.01%
54,499
-622
1641
$287K ﹤0.01%
5,596
+835
1642
$287K ﹤0.01%
15,918
+2,619
1643
$287K ﹤0.01%
+18,373
1644
$287K ﹤0.01%
56,838
+1,606
1645
$286K ﹤0.01%
+9,713
1646
$286K ﹤0.01%
18,976
+174
1647
$286K ﹤0.01%
26,210
+14,483
1648
$286K ﹤0.01%
15,789
+2,605
1649
$286K ﹤0.01%
+6,810
1650
$285K ﹤0.01%
17,110
+2,874
64 65
66
67 68