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
1776
$221K ﹤0.01%
33,257
-6,696
1777
$219K ﹤0.01%
+5,334
1778
$219K ﹤0.01%
12,563
-121
1779
$218K ﹤0.01%
+6,061
1780
$218K ﹤0.01%
+8,676
1781
$218K ﹤0.01%
+9,038
1782
$218K ﹤0.01%
+2,054
1783
$217K ﹤0.01%
+3,855
1784
$217K ﹤0.01%
+12,093
1785
$217K ﹤0.01%
+7,758
1786
$217K ﹤0.01%
+7,511
1787
$217K ﹤0.01%
+5,618
1788
$216K ﹤0.01%
3,386
+340
1789
$216K ﹤0.01%
8,463
-3,761
1790
$214K ﹤0.01%
4,657
+158
1791
$214K ﹤0.01%
32,874
+11,034
1792
$214K ﹤0.01%
+4,874
1793
$214K ﹤0.01%
12,802
+1,588
1794
$214K ﹤0.01%
22,362
-1,030
1795
$213K ﹤0.01%
3,239
-2,161
1796
$213K ﹤0.01%
+5,257
1797
$213K ﹤0.01%
+9,925
1798
$213K ﹤0.01%
6,319
+53
1799
$212K ﹤0.01%
+9,900
1800
$212K ﹤0.01%
16,429
-860
70 71
72
73 74