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
$25.3B
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,083
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.7M
3
+$22.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.8M
5
BIIB icon
Biogen
BIIB
+$19.7M

Top Sells

1
+$31.8M
2
+$22.2M
3
+$20.1M
4
APC
Anadarko Petroleum
APC
+$19.9M
5
CAJ
Canon, Inc.
CAJ
+$15.8M

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
2526
– –
-12
2527
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-1,371
2528
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-191
2529
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-112
2530
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-24
2531
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-293
2532
– –
-3,349
2533
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-2
2534
– –
-2,872
2535
– –
-5,616
2536
– –
-531
2537
– –
-1,228
2538
– –
-1,053
2539
– –
-4,469
2540
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-204
2541
– –
-1,635
2542
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-329
2543
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-10
2544
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-278
2545
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-5,731
2546
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2547
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-3,011
2548
– –
-1,862
2549
– –
-458
2550
– –
-74,931
100 101
102
103 104