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
2551
– –
-6,866
2552
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-1,027
2553
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-15,552
2554
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-9,455
2555
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-1,993
2556
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-1,025
2557
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-557
2558
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-31,331
2559
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-2,125
2560
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-7,533
2561
– –
-261
2562
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-281,813
2563
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-60,296
2564
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-3,333
2565
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-3,363
2566
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-11,201
2567
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2568
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2569
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2570
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-40
2571
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-709
2572
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-67
2573
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-1,557
2574
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-7,634
2575
– –
-7,064
101 102
103
104 105