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
1651
$157K ﹤0.01%
25,361
+3,124
1652
$156K ﹤0.01%
10,957
+156
1653
$156K ﹤0.01%
12,619
-2,156
1654
$153K ﹤0.01%
61,249
-8,423
1655
$153K ﹤0.01%
17,487
+5,092
1656
$150K ﹤0.01%
+2,350
1657
$149K ﹤0.01%
39,500
+4,895
1658
$149K ﹤0.01%
+10,213
1659
$148K ﹤0.01%
19,799
+192
1660
$148K ﹤0.01%
5,525
+1,231
1661
$147K ﹤0.01%
+11,887
1662
$146K ﹤0.01%
34,380
-1,400
1663
$142K ﹤0.01%
10,706
-3,119
1664
$137K ﹤0.01%
3,332
+1,288
1665
$137K ﹤0.01%
14,286
+335
1666
$136K ﹤0.01%
49,297
-17,272
1667
$135K ﹤0.01%
+12,469
1668
$135K ﹤0.01%
20,594
+5,870
1669
$134K ﹤0.01%
11,715
+909
1670
$134K ﹤0.01%
2,143
-1,284
1671
$129K ﹤0.01%
11,867
+203
1672
$129K ﹤0.01%
10,254
+2,008
1673
$129K ﹤0.01%
7,124
1674
$128K ﹤0.01%
10,389
1675
$122K ﹤0.01%
13,804
+1,784
65 66
67
68 69