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
1701
$69K ﹤0.01%
19,162
+6,758
1702
$68K ﹤0.01%
13,675
-13,796
1703
$67K ﹤0.01%
31,770
-3,516
1704
$67K ﹤0.01%
28,955
-12,491
1705
$63K ﹤0.01%
15,324
-68,342
1706
$61K ﹤0.01%
10,374
-25,245
1707
$60K ﹤0.01%
+16,070
1708
$54K ﹤0.01%
+11,487
1709
$54K ﹤0.01%
+1,006
1710
$53K ﹤0.01%
+573
1711
$52K ﹤0.01%
1,812
+714
1712
$48K ﹤0.01%
+338
1713
$46K ﹤0.01%
+2,849
1714
$46K ﹤0.01%
2,260
1715
$43K ﹤0.01%
3,313
1716
$41K ﹤0.01%
10,934
1717
$39K ﹤0.01%
285
-1,517
1718
$39K ﹤0.01%
689
1719
$35K ﹤0.01%
11,650
-21,687
1720
$34K ﹤0.01%
11,244
-457
1721
$32K ﹤0.01%
3
1722
$32K ﹤0.01%
14,286
1723
$31K ﹤0.01%
38,703
-5,445
1724
$26K ﹤0.01%
11,690
1725
$25K ﹤0.01%
1,359
-4,105
67 68
69
70 71