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
351
$15.3M 0.06%
156,430
+1,293
352
$15.3M 0.06%
202,688
+14,020
353
$15.3M 0.06%
432,748
-168,156
354
$15.3M 0.06%
658,982
+334,667
355
$15.2M 0.06%
152,373
+38,928
356
$15.1M 0.06%
566,352
-593,071
357
$15M 0.06%
255,882
+6,272
358
$15M 0.06%
314,717
-68,586
359
$14.9M 0.06%
82,721
-93
360
$14.7M 0.06%
805,424
+247,210
361
$14.7M 0.06%
257,299
+9,658
362
$14.6M 0.06%
326,380
+23,285
363
$14.5M 0.06%
195,521
-10,488
364
$14.5M 0.06%
169,917
+5,927
365
$14.5M 0.06%
627,236
+129,672
366
$14.4M 0.06%
786,006
+29,300
367
$14.3M 0.06%
134,035
+13,182
368
$14.3M 0.06%
209,491
+21,697
369
$14.2M 0.06%
189,781
-5,595
370
$14.2M 0.06%
827,273
+229,309
371
$14.2M 0.06%
195,395
+33,911
372
$14.2M 0.06%
264,091
+225
373
$14.1M 0.06%
135,356
-12,367
374
$14.1M 0.06%
113,377
+5,337
375
$14.1M 0.06%
163,506
+1,817
13 14
15
16 17