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
251
$23.1M 0.09%
86,756
+3,912
252
$23.1M 0.09%
77,911
-5,918
253
$23M 0.09%
266,266
+20,985
254
$23M 0.09%
312,601
+24,757
255
$23M 0.09%
112,327
+3,549
256
$22.9M 0.09%
143,201
-13,320
257
$22.8M 0.09%
1,377,057
+541,788
258
$22.8M 0.09%
859,020
+8,085
259
$22.8M 0.09%
291,460
+7,258
260
$22.8M 0.09%
1,202,564
-153,060
261
$22.7M 0.09%
183,432
-23,306
262
$22.6M 0.09%
595,319
+38,044
263
$22.6M 0.09%
3,701,019
+652,772
264
$22.6M 0.09%
2,985,705
+477,385
265
$22.6M 0.09%
155,043
-9,599
266
$22.5M 0.09%
197,274
+21,839
267
$22.3M 0.09%
312,486
-25,684
268
$22M 0.09%
149,112
+7
269
$22M 0.09%
578,879
+50,022
270
$21.8M 0.09%
360,932
-4,625
271
$21.7M 0.09%
406,790
-20,205
272
$21.5M 0.09%
138,197
-14,407
273
$21.5M 0.09%
514,070
+110,172
274
$21.3M 0.08%
84,073
-1,211
275
$21.2M 0.08%
147,413
+17,534
9 10
11
12 13