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
1701
$261K ﹤0.01%
10,008
-1,059
1702
$260K ﹤0.01%
4,704
-344
1703
$259K ﹤0.01%
18,586
+2,651
1704
$259K ﹤0.01%
13,708
+1,242
1705
$258K ﹤0.01%
13,910
+546
1706
$257K ﹤0.01%
12,534
+538
1707
$257K ﹤0.01%
13,035
+52
1708
$255K ﹤0.01%
8,020
-1,357
1709
$255K ﹤0.01%
+20,213
1710
$254K ﹤0.01%
10,339
+178
1711
$253K ﹤0.01%
5,625
-2,599
1712
$253K ﹤0.01%
20,477
+7,164
1713
$251K ﹤0.01%
+1,205
1714
$251K ﹤0.01%
+12,120
1715
$250K ﹤0.01%
8,475
+1,266
1716
$249K ﹤0.01%
18,890
+8,353
1717
$249K ﹤0.01%
+13,287
1718
$248K ﹤0.01%
10,812
-425
1719
$248K ﹤0.01%
+4,167
1720
$248K ﹤0.01%
19,598
+886
1721
$246K ﹤0.01%
+6,054
1722
$246K ﹤0.01%
3,663
+459
1723
$245K ﹤0.01%
12,371
+550
1724
$245K ﹤0.01%
1,640
+350
1725
$244K ﹤0.01%
8,537
-777
67 68
69
70 71