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
1676
$271K ﹤0.01%
13,212
-6,212
1677
$271K ﹤0.01%
4,241
-233
1678
$271K ﹤0.01%
20,243
+4,085
1679
$270K ﹤0.01%
4,049
+623
1680
$270K ﹤0.01%
10,013
+1,842
1681
$269K ﹤0.01%
4,452
-2,037
1682
$268K ﹤0.01%
+10,414
1683
$267K ﹤0.01%
+15,119
1684
$267K ﹤0.01%
8,588
-325
1685
$266K ﹤0.01%
12,956
-748
1686
$266K ﹤0.01%
5,364
-235
1687
$266K ﹤0.01%
23,072
+3,705
1688
$265K ﹤0.01%
7,467
-38,179
1689
$265K ﹤0.01%
+10,700
1690
$264K ﹤0.01%
+8,568
1691
$264K ﹤0.01%
5,956
+418
1692
$264K ﹤0.01%
+4,335
1693
$264K ﹤0.01%
13,027
+1,270
1694
$263K ﹤0.01%
+12,306
1695
$263K ﹤0.01%
7,291
+728
1696
$263K ﹤0.01%
+11,377
1697
$262K ﹤0.01%
+15,068
1698
$262K ﹤0.01%
140,690
+62,188
1699
$261K ﹤0.01%
8,980
+387
1700
$261K ﹤0.01%
+11,477
66 67
68
69 70