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
351
$8.03M 0.06%
783,845
+32,665
352
$7.93M 0.06%
52,010
+1,116
353
$7.92M 0.06%
266,010
+7,691
354
$7.9M 0.06%
93,684
+2,976
355
$7.88M 0.06%
411,448
-21,735
356
$7.85M 0.06%
193,034
+4,806
357
$7.82M 0.06%
269,464
+29,746
358
$7.82M 0.06%
1,097,134
+387,243
359
$7.8M 0.06%
1,383,610
-518,668
360
$7.78M 0.06%
78,408
+3,531
361
$7.78M 0.06%
168,364
+9,627
362
$7.73M 0.06%
121,413
+6,171
363
$7.73M 0.06%
76,344
+4,835
364
$7.72M 0.06%
116,494
+7,930
365
$7.69M 0.06%
230,394
-16,061
366
$7.6M 0.06%
119,236
+45,532
367
$7.58M 0.06%
155,216
+16,321
368
$7.54M 0.06%
417,532
+2,376
369
$7.5M 0.06%
157,917
+10,357
370
$7.46M 0.06%
181,494
+10,501
371
$7.45M 0.06%
573,769
+165,860
372
$7.44M 0.06%
112,803
-2,032
373
$7.43M 0.06%
51,020
+42,632
374
$7.42M 0.06%
131,027
+10,219
375
$7.41M 0.06%
347,000
+17,380
13 14
15
16 17