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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
3051
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-2,440
3052
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-3,388
3053
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-977
3054
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-7,165
3055
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3056
– –
-231
3057
– –
-1,835
3058
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-13,764
3059
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-7,530
3060
– –
-431
3061
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-3,011
3062
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-41,363
3063
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-57,119
3064
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-6,747
3065
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3066
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-118,392
3067
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3068
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-1,726
3069
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-1,617
3070
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-76,404
3071
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3072
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3073
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3074
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3075
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