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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
2601
– –
-255
2602
– –
-11,294
2603
– –
-95
2604
– –
-7,189
2605
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-8,126
2606
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-5,825
2607
– –
-35
2608
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-1
2609
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-5,482
2610
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-587
2611
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-328
2612
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2613
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-92
2614
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-10
2615
– –
-10,119
2616
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0
2617
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-181
2618
– –
-636
2619
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-4,720
2620
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-1,882
2621
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-599
2622
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-55
2623
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-12
2624
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-25
2625
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103 104
105
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