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
401
$7M 0.05%
628,598
+64,194
402
$6.96M 0.05%
200,692
+24,233
403
$6.95M 0.05%
80,764
+12,255
404
$6.9M 0.05%
68,212
+3,569
405
$6.88M 0.05%
583,243
-103,766
406
$6.87M 0.05%
159,264
-787
407
$6.86M 0.05%
48,753
-629
408
$6.85M 0.05%
79,364
+5,791
409
$6.85M 0.05%
929,490
-76,892
410
$6.76M 0.05%
82,983
+13,793
411
$6.72M 0.05%
92,224
+13,265
412
$6.67M 0.05%
124,606
+88
413
$6.66M 0.05%
113,642
+22,193
414
$6.64M 0.05%
139,399
+10,724
415
$6.63M 0.05%
249,907
+2,136
416
$6.63M 0.05%
185,528
+83,919
417
$6.62M 0.05%
153,123
+66,745
418
$6.6M 0.05%
569,762
+111,554
419
$6.6M 0.05%
120,324
+79,610
420
$6.58M 0.05%
773,568
+13,656
421
$6.52M 0.05%
80,599
+2,957
422
$6.52M 0.05%
116,422
+3,508
423
$6.52M 0.05%
370,508
+1,277
424
$6.51M 0.05%
138,172
+15,510
425
$6.49M 0.05%
225,022
+60,283
15 16
17
18 19