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
1851
$173K ﹤0.01%
12,976
-5,138
1852
$173K ﹤0.01%
18,379
+4,969
1853
$171K ﹤0.01%
68,826
+39,996
1854
$171K ﹤0.01%
11,509
+1,484
1855
$166K ﹤0.01%
15,721
+1,451
1856
$166K ﹤0.01%
16,358
-231,937
1857
$164K ﹤0.01%
1,046
-4
1858
$162K ﹤0.01%
+17,707
1859
$161K ﹤0.01%
18,568
+1,490
1860
$161K ﹤0.01%
+10,929
1861
$160K ﹤0.01%
44,356
+6,992
1862
$160K ﹤0.01%
15,495
+1,813
1863
$160K ﹤0.01%
+10,033
1864
$160K ﹤0.01%
10,216
-7,283
1865
$159K ﹤0.01%
13,332
-1,955
1866
$156K ﹤0.01%
14,723
-4,670
1867
$154K ﹤0.01%
26,879
+4,101
1868
$152K ﹤0.01%
538
+19
1869
$152K ﹤0.01%
155,456
-34,558
1870
$152K ﹤0.01%
34,670
-1,437
1871
$152K ﹤0.01%
13,325
+1,390
1872
$150K ﹤0.01%
26,149
-4,361
1873
$147K ﹤0.01%
13,776
+3,190
1874
$147K ﹤0.01%
11,029
1875
$147K ﹤0.01%
15,859
-2,186
73 74
75
76 77