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
$12.8B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.2M
3
+$15.6M
4
AWK icon
American Water Works
AWK
+$15M
5
XOM icon
Exxon Mobil
XOM
+$14.9M

Top Sells

1
+$21.6M
2
+$12.3M
3
+$11.1M
4
SNDK
SANDISK CORP
SNDK
+$7.05M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$6.87M

Sector Composition

1 Financials 16.06%
2 Healthcare 14.21%
3 Technology 14.15%
4 Consumer Staples 9.51%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11M 0.09%
143,351
+20,449
277
$10.8M 0.08%
243,361
+4,908
278
$10.8M 0.08%
379,479
+67,245
279
$10.8M 0.08%
460,662
+10,005
280
$10.8M 0.08%
1,405,672
+2,087
281
$10.7M 0.08%
199,086
+32,789
282
$10.6M 0.08%
247,381
+23,795
283
$10.4M 0.08%
234,352
+8,729
284
$10.4M 0.08%
285,626
-15,672
285
$10.4M 0.08%
115,585
+17,943
286
$10.4M 0.08%
113,772
+15,992
287
$10.3M 0.08%
109,868
+6,392
288
$10.3M 0.08%
428,488
+36,259
289
$10.3M 0.08%
719,683
+133,761
290
$10.2M 0.08%
543,122
-11,358
291
$10.1M 0.08%
104,754
+10,899
292
$10.1M 0.08%
312,121
+20,261
293
$10.1M 0.08%
25,975
+1,608
294
$10M 0.08%
258,788
+46,764
295
$10M 0.08%
126,193
-463
296
$9.99M 0.08%
144,126
+2,017
297
$9.93M 0.08%
777,150
-104,800
298
$9.93M 0.08%
227,970
-14,424
299
$9.92M 0.08%
219,277
+18,408
300
$9.91M 0.08%
209,463
+59,718
10 11
12
13 14