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AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
+$31.9M
2
+$24.9M
3
+$21.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.2M
5
BIIB icon
Biogen
BIIB
+$19.7M

Top Sells

1
+$34M
2
+$22.2M
3
+$20.3M
4
APC
Anadarko Petroleum
APC
+$19.9M
5
CAJ
Canon, Inc.
CAJ
+$16.2M

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
3001
– –
-531
3002
– –
-1,228
3003
– –
-1,053
3004
– –
-4,469
3005
– –
-204
3006
– –
-1,635
3007
– –
-329
3008
– –
-10
3009
– –
-278
3010
– –
-5,731
3011
– –
-206
3012
– –
-3,011
3013
– –
-1,862
3014
– –
-458
3015
– –
-74,931
3016
– –
-6,866
3017
– –
-1,027
3018
– –
-15,552
3019
– –
-557
3020
– –
-31,331
3021
– –
-2,125
3022
– –
-7,533
3023
– –
-261
3024
– –
-60,296
3025
– –
-3,333
119 120
121
122 123