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 19.07%
2 Financials 16.76%
3 Healthcare 12.56%
4 Consumer Discretionary 10.05%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-1,370
2702
– –
-20,441
2703
– –
-363
2704
– –
-995
2705
– –
-834
2706
– –
-1,217
2707
– –
-262
2708
– –
-2,290
2709
– –
-5,314
2710
– –
-537
2711
– –
-76
2712
– –
-10,044
2713
– –
-1,202
2714
– –
-95
2715
– –
-742
2716
– –
-6,766
2717
– –
-1,927
2718
– –
-108
2719
– –
-6,937
2720
– –
-2,987
2721
– –
-973
2722
– –
-1,365
2723
– –
-740
2724
– –
-2,068
2725
– –
-3,848
107 108
109
110 111