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
$6.89B
AUM Growth
-$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,170
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.72M
3
+$7.15M
4
PG icon
Procter & Gamble
PG
+$6.29M
5
T icon
AT&T
T
+$5.63M

Top Sells

1
+$19M
2
+$16.3M
3
+$15M
4
EOG icon
EOG Resources
EOG
+$14.6M
5
NAB
NATL AUSTRALIA BK LTD ADS5
NAB
+$14.5M

Sector Composition

1 Financials 16.61%
2 Technology 13.6%
3 Healthcare 13.52%
4 Energy 9.92%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.91M 0.13%
115,005
+2,533
202
$8.87M 0.13%
142,765
-3,334
203
$8.81M 0.13%
85,498
+3,264
204
$8.75M 0.13%
266,782
+12,928
205
$8.71M 0.13%
148,296
+6,748
206
$8.7M 0.13%
119,681
+8,472
207
$8.61M 0.13%
148,786
+4,255
208
$8.59M 0.12%
143,243
+8,126
209
$8.57M 0.12%
235,385
+90,153
210
$8.54M 0.12%
107,580
+6,733
211
$8.53M 0.12%
71,718
+188
212
$8.49M 0.12%
299,375
-10,598
213
$8.48M 0.12%
80,682
+2,800
214
$8.31M 0.12%
107,720
+5,482
215
$8.29M 0.12%
203,107
+9,743
216
$8.28M 0.12%
235,654
+10,044
217
$8.22M 0.12%
193,434
+11,772
218
$8.2M 0.12%
132,252
+4,101
219
$8.19M 0.12%
110,009
+18,205
220
$8.13M 0.12%
96,292
-913
221
$8.07M 0.12%
165,092
+7,218
222
$8.06M 0.12%
108,332
+6,430
223
$8.03M 0.12%
308,720
+20,526
224
$7.96M 0.12%
134,081
+10,959
225
$7.62M 0.11%
60,887
+6,564
7 8
9
10 11