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
176
$15.6M 0.14%
459,323
+147,913
177
$15.3M 0.14%
423,087
-3,543
178
$15.3M 0.14%
7,070,261
+1,389,925
179
$14.9M 0.14%
835,438
+143,318
180
$14.8M 0.14%
128,415
+46,395
181
$14.6M 0.13%
356,265
+28,199
182
$14.6M 0.13%
201,819
+1,517
183
$14.5M 0.13%
139,844
+6,763
184
$14.4M 0.13%
183,393
-3,532
185
$14.4M 0.13%
125,504
+13,404
186
$14M 0.13%
207,882
-415
187
$14M 0.13%
404,564
+21,156
188
$14M 0.13%
2,841,680
+135,965
189
$13.7M 0.13%
271,094
+15,162
190
$13.5M 0.12%
137,166
+8,695
191
$13.5M 0.12%
409,336
+39,997
192
$13.4M 0.12%
510,243
+111,874
193
$13.2M 0.12%
249,303
+1,217
194
$13.2M 0.12%
275,173
+43,368
195
$13.1M 0.12%
68,644
+12,668
196
$12.9M 0.12%
363,649
+12,521
197
$12.9M 0.12%
63,090
-3,478
198
$12.7M 0.12%
23,469
+3,217
199
$12.7M 0.12%
3,149,274
+500,680
200
$12.6M 0.12%
145,018
+31,209
6 7
8
9 10