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AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.3B
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,083
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$24.9M
3
+$21.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.2M
5
BIIB icon
Biogen
BIIB
+$19.7M

Top Sells

1
+$34M
2
+$22.2M
3
+$20.3M
4
APC
Anadarko Petroleum
APC
+$19.9M
5
CAJ
Canon, Inc.
CAJ
+$16.2M

Sector Composition

1 Technology 19.05%
2 Financials 16.76%
3 Healthcare 12.56%
4 Consumer Discretionary 10.05%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-3,548
2502
– –
-4,725
2503
– –
-6,668
2504
– –
-2,832
2505
– –
-6,554
2506
– –
-390
2507
– –
-383
2508
– –
-132
2509
– –
-2,362
2510
– –
-7,870
2511
– –
-3,794
2512
– –
-6,603
2513
– –
-438
2514
– –
-1,596
2515
– –
-66
2516
– –
-4,263
2517
– –
-267
2518
– –
-3,940
2519
– –
-80
2520
– –
-139
2521
– –
-5,003
2522
– –
-6,457
2523
– –
-2,130
2524
– –
-68
2525
– –
-608
99 100
101
102 103