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
301
$9.83M 0.08%
284,270
-3,316
302
$9.83M 0.08%
239,206
+19,711
303
$9.78M 0.08%
258,972
-6,340
304
$9.75M 0.08%
191,150
-64,418
305
$9.71M 0.08%
189,580
-3,130
306
$9.67M 0.08%
347,206
-48,869
307
$9.66M 0.08%
129,790
-4,686
308
$9.63M 0.08%
144,236
+18,645
309
$9.55M 0.07%
130,861
+5,765
310
$9.45M 0.07%
288,617
-4,366
311
$9.45M 0.07%
404,270
+38,322
312
$9.44M 0.07%
913,810
-158,710
313
$9.42M 0.07%
141,637
+13,470
314
$9.41M 0.07%
567,380
-13,232
315
$9.36M 0.07%
206,900
+2,261
316
$9.32M 0.07%
265,668
+120,946
317
$9.31M 0.07%
109,329
+6,656
318
$9.29M 0.07%
209,460
+41,049
319
$9.29M 0.07%
4,668,905
+316,433
320
$9.22M 0.07%
138,666
+23,521
321
$9.09M 0.07%
160,412
+5,122
322
$9.07M 0.07%
420,879
+21,771
323
$9.07M 0.07%
254,785
+39,063
324
$9.06M 0.07%
551,862
-37,842
325
$8.94M 0.07%
82,751
+1,158
11 12
13
14 15