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
$25.3B
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,083
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.7M
3
+$22.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.8M
5
BIIB icon
Biogen
BIIB
+$19.7M

Top Sells

1
+$31.8M
2
+$22.2M
3
+$20.1M
4
APC
Anadarko Petroleum
APC
+$19.9M
5
CAJ
Canon, Inc.
CAJ
+$15.8M

Sector Composition

1 Technology 19.07%
2 Financials 16.76%
3 Healthcare 12.56%
4 Consumer Discretionary 10.05%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18.6M 0.07%
678,936
-15,067
302
$18.6M 0.07%
142,985
+6,513
303
$18.5M 0.07%
647,950
-87,734
304
$18.5M 0.07%
1,066,084
+52,927
305
$18.5M 0.07%
427,170
+87
306
$18.3M 0.07%
344,936
+46,146
307
$18.1M 0.07%
583,238
-6,101
308
$18.1M 0.07%
528,341
+208,504
309
$18M 0.07%
915,093
+11,996
310
$17.8M 0.07%
1,460,651
+229,732
311
$17.6M 0.07%
885,877
+343,255
312
$17.6M 0.07%
448,792
-88,899
313
$17.5M 0.07%
374,870
-8,055
314
$17.4M 0.07%
352,280
+38,579
315
$17.3M 0.07%
33,186
-721
316
$17.2M 0.07%
125,636
+3,749
317
$17.2M 0.07%
483,459
+47,931
318
$17M 0.07%
657,746
-225,209
319
$16.8M 0.07%
1,109,377
-192,362
320
$16.8M 0.07%
114,827
+8,018
321
$16.6M 0.07%
121,445
+8,910
322
$16.6M 0.07%
111,091
+4,452
323
$16.5M 0.07%
685,752
-52,428
324
$16.4M 0.07%
369,655
+14,400
325
$16.4M 0.06%
113,775
-3,552
11 12
13
14 15