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
2701
– –
-1,365
2702
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-740
2703
– –
-2,068
2704
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-3,848
2705
– –
-9,068
2706
– –
-10
2707
– –
-1,431
2708
– –
-259
2709
– –
-3,824
2710
– –
-82
2711
– –
-82
2712
– –
-6,407
2713
– –
-933
2714
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-881
2715
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-43
2716
– –
-1,370
2717
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-26
2718
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-24,516
2719
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-612
2720
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-10,123
2721
– –
-1,087
2722
– –
-7,472
2723
– –
-2,128
2724
– –
-125
2725
– –
-2,726
107 108
109
110 111