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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
3026
– –
-3,363
3027
– –
-11,201
3028
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-73,271
3029
– –
-43,774
3030
– –
-24,551
3031
– –
-8,276
3032
– –
-31,727
3033
– –
-12,195
3034
– –
-1,493
3035
– –
-384
3036
– –
-3,729
3037
– –
-77,442
3038
– –
-9,883
3039
– –
-478
3040
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-48
3041
– –
-176
3042
– –
-800
3043
– –
-931
3044
– –
-346
3045
– –
-3,466
3046
– –
-1,150
3047
– –
-268,984
3048
– –
-6,363
3049
– –
-5,005
3050
– –
-926
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