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
2901
– –
-598
2902
– –
-102
2903
– –
-1,786
2904
– –
-6,185
2905
– –
-385
2906
– –
-654
2907
– –
-577
2908
– –
-694
2909
– –
-3,940
2910
– –
-935
2911
– –
-392
2912
– –
-80
2913
– –
-1,912
2914
– –
-139
2915
– –
-3,950
2916
– –
-5,003
2917
– –
-41
2918
– –
-3,284
2919
– –
-9,945
2920
– –
-5,159
2921
– –
-6,457
2922
– –
-4,467
2923
– –
-2,130
2924
– –
-469
2925
– –
-117
115 116
117
118 119