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
1976
$12K ﹤0.01%
7,092
1977
– –
0
1978
$9K ﹤0.01%
+11,958
1979
$9K ﹤0.01%
1,125
-8,419
1980
$4K ﹤0.01%
12,483
1981
$3K ﹤0.01%
+10,602
1982
$3K ﹤0.01%
46,815
-5,107
1983
$2K ﹤0.01%
+116
1984
– –
-11,601
1985
– –
-21,635
1986
– –
-2,000
1987
– –
-42,002
1988
– –
-5,543
1989
– –
-15,849
1990
– –
-109
1991
– –
-2,569
1992
– –
-14,324
1993
– –
-4,237
1994
– –
-838
1995
– –
-7,227
1996
– –
-11,950
1997
– –
-351
1998
– –
-74,916
1999
– –
-7,765
2000
– –
-10,143
78 79
80
81 82