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
151
$11.7M 0.17%
73,083
+1,485
152
$11.7M 0.17%
134,033
+364
153
$11.7M 0.17%
553,964
-86,910
154
$11.5M 0.17%
322,795
+28,465
155
$11.5M 0.17%
129,320
+9,500
156
$11.4M 0.17%
106,138
+8,083
157
$11.4M 0.17%
194,851
+7,582
158
$11.4M 0.16%
147,509
-131
159
$11.2M 0.16%
96,434
+675
160
$11.2M 0.16%
799,173
+55,971
161
$11.1M 0.16%
356,302
+88,460
162
$11M 0.16%
190,440
-11,902
163
$10.9M 0.16%
94,147
+2,400
164
$10.9M 0.16%
43,024
+769
165
$10.8M 0.16%
73,634
+6,017
166
$10.8M 0.16%
288,602
+22,853
167
$10.8M 0.16%
119,883
+10,126
168
$10.8M 0.16%
586,542
+37,403
169
$10.7M 0.15%
582,504
-12,969
170
$10.6M 0.15%
249,142
+8,268
171
$10.6M 0.15%
130,956
+3,606
172
$10.5M 0.15%
117,174
+2,985
173
$10.5M 0.15%
147,353
+7,424
174
$10.5M 0.15%
139,772
+3,752
175
$10.4M 0.15%
229,001
+4,565
5 6
7
8 9