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
1726
$244K ﹤0.01%
+15,354
1727
$244K ﹤0.01%
35,941
+8,420
1728
$243K ﹤0.01%
+16,584
1729
$243K ﹤0.01%
4,788
+1,019
1730
$242K ﹤0.01%
6,715
+583
1731
$242K ﹤0.01%
20,883
+9,378
1732
$242K ﹤0.01%
+24,723
1733
$242K ﹤0.01%
2,319
-234
1734
$242K ﹤0.01%
6,393
-26
1735
$242K ﹤0.01%
+8,873
1736
$241K ﹤0.01%
13,582
+2,347
1737
$241K ﹤0.01%
+5,151
1738
$240K ﹤0.01%
+5,490
1739
$240K ﹤0.01%
7,319
-2,789
1740
$239K ﹤0.01%
14,401
+1,721
1741
$239K ﹤0.01%
+7,720
1742
$238K ﹤0.01%
13,981
-9,788
1743
$237K ﹤0.01%
12,292
1744
$236K ﹤0.01%
11,657
-599
1745
$235K ﹤0.01%
15,987
+9,682
1746
$234K ﹤0.01%
+10,617
1747
$234K ﹤0.01%
+16,056
1748
$234K ﹤0.01%
+5,383
1749
$232K ﹤0.01%
+11,650
1750
$232K ﹤0.01%
13,032
+203
68 69
70
71 72