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
326
$8.91M 0.07%
253,688
-7,822
327
$8.82M 0.07%
1,579,881
-212,705
328
$8.8M 0.07%
51,610
+13,828
329
$8.76M 0.07%
118,906
-378
330
$8.71M 0.07%
2,154,835
-177,014
331
$8.7M 0.07%
111,557
-19,392
332
$8.69M 0.07%
214,530
-60,687
333
$8.59M 0.07%
36,528
+1,593
334
$8.57M 0.07%
245,294
+113,556
335
$8.55M 0.07%
176,039
+77,890
336
$8.47M 0.07%
211,013
+11,191
337
$8.46M 0.07%
440,613
+115,108
338
$8.44M 0.07%
145,752
+23,811
339
$8.33M 0.07%
239,532
+45,612
340
$8.29M 0.06%
184,967
-1,000
341
$8.25M 0.06%
23,613
+2,414
342
$8.23M 0.06%
87,867
+5,625
343
$8.23M 0.06%
412,942
+75,794
344
$8.21M 0.06%
535,351
+242,314
345
$8.2M 0.06%
70,190
+7,569
346
$8.16M 0.06%
184,201
+18,123
347
$8.13M 0.06%
218,557
+13,373
348
$8.12M 0.06%
537,742
+11,309
349
$8.1M 0.06%
103,829
+25,027
350
$8.03M 0.06%
53,126
+4,625
12 13
14
15 16