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
1751
$230K ﹤0.01%
28,974
+1,123
1752
$230K ﹤0.01%
+5,975
1753
$229K ﹤0.01%
+4,112
1754
$229K ﹤0.01%
+2,585
1755
$229K ﹤0.01%
+7,568
1756
$227K ﹤0.01%
+4,355
1757
$227K ﹤0.01%
+2,840
1758
$227K ﹤0.01%
20,715
-17,753
1759
$227K ﹤0.01%
3,558
+424
1760
$227K ﹤0.01%
+717
1761
$227K ﹤0.01%
+7,836
1762
$227K ﹤0.01%
+11,776
1763
$227K ﹤0.01%
36,665
-16,655
1764
$226K ﹤0.01%
+7,428
1765
$226K ﹤0.01%
+9,907
1766
$226K ﹤0.01%
3,439
-296
1767
$225K ﹤0.01%
+8,329
1768
$224K ﹤0.01%
+4,116
1769
$224K ﹤0.01%
7,042
+672
1770
$224K ﹤0.01%
6,548
+142
1771
$224K ﹤0.01%
+7,053
1772
$223K ﹤0.01%
9,283
-85
1773
$223K ﹤0.01%
2,190
-484
1774
$223K ﹤0.01%
23,900
+3,324
1775
$222K ﹤0.01%
18,926
+155
69 70
71
72 73