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
2826
– –
-4,625
2827
– –
-611
2828
– –
-3,941
2829
– –
-6,822
2830
– –
-193
2831
– –
-19,902
2832
– –
-1,757
2833
– –
-3,161
2834
– –
-192
2835
– –
-314
2836
– –
-142
2837
– –
-72
2838
– –
-1,725
2839
– –
-100
2840
– –
-146
2841
– –
-3,247
2842
– –
-804
2843
– –
-9,918
2844
– –
-2,067
2845
– –
-823
2846
– –
-86
2847
– –
-1,758
2848
– –
-2,191
2849
– –
-4,352
2850
– –
-1,349
112 113
114
115 116