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
1651
$285K ﹤0.01%
+7,612
1652
$284K ﹤0.01%
31,595
+4,475
1653
$284K ﹤0.01%
15,730
+811
1654
$283K ﹤0.01%
+10,249
1655
$282K ﹤0.01%
15,852
+4,407
1656
$281K ﹤0.01%
3,715
-1,489
1657
$280K ﹤0.01%
17,024
+2,338
1658
$279K ﹤0.01%
11,351
+594
1659
$278K ﹤0.01%
7,253
+409
1660
$278K ﹤0.01%
29,260
+3,792
1661
$278K ﹤0.01%
9,863
-277
1662
$278K ﹤0.01%
+36,194
1663
$277K ﹤0.01%
16,856
+1,418
1664
$277K ﹤0.01%
32,165
+4,806
1665
$277K ﹤0.01%
+9,953
1666
$277K ﹤0.01%
3,368
+368
1667
$277K ﹤0.01%
21,704
+2,731
1668
$276K ﹤0.01%
8,551
-3,900
1669
$276K ﹤0.01%
36,763
-59
1670
$274K ﹤0.01%
9,071
-3,110
1671
$274K ﹤0.01%
3,380
-2,543
1672
$274K ﹤0.01%
101,116
-5,533
1673
$273K ﹤0.01%
16,207
+2,420
1674
$272K ﹤0.01%
7,343
+565
1675
$271K ﹤0.01%
4,333
-992
65 66
67
68 69