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
1926
$89K ﹤0.01%
+9,309
1927
$89K ﹤0.01%
4,167
-2,712
1928
$87K ﹤0.01%
14,346
+1,824
1929
$87K ﹤0.01%
12,811
-8,652
1930
$87K ﹤0.01%
16,466
-15,352
1931
$86K ﹤0.01%
3,944
+497
1932
$86K ﹤0.01%
+10,964
1933
$84K ﹤0.01%
143
+45
1934
$83K ﹤0.01%
17,760
+2,101
1935
$80K ﹤0.01%
43,825
+22,574
1936
$77K ﹤0.01%
10,496
-14,612
1937
$75K ﹤0.01%
4,758
-1,297
1938
$75K ﹤0.01%
12,170
-692
1939
$74K ﹤0.01%
+10,335
1940
$74K ﹤0.01%
5
-2
1941
$72K ﹤0.01%
11,370
-5,395
1942
$72K ﹤0.01%
2,652
-243
1943
$70K ﹤0.01%
+11,384
1944
$70K ﹤0.01%
51,486
+8,423
1945
$68K ﹤0.01%
+11,244
1946
$66K ﹤0.01%
35,763
-69
1947
$65K ﹤0.01%
15,109
-4,991
1948
$64K ﹤0.01%
31,167
-7,914
1949
$63K ﹤0.01%
15,598
-3,603
1950
$63K ﹤0.01%
16,856
-3,318
76 77
78
79 80