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
401
$13.1M 0.05%
42
+5
402
$13M 0.05%
81,657
-2,060
403
$12.9M 0.05%
97,110
+3,916
404
$12.9M 0.05%
43,421
+3,331
405
$12.9M 0.05%
244,368
+5,565
406
$12.8M 0.05%
137,528
+3,207
407
$12.8M 0.05%
420,397
-101,589
408
$12.8M 0.05%
131,635
-4,471
409
$12.8M 0.05%
193,986
-14,845
410
$12.8M 0.05%
1,130,939
+217,508
411
$12.7M 0.05%
218,510
+2,600
412
$12.7M 0.05%
402,158
+1,132
413
$12.7M 0.05%
2,984,587
+640,293
414
$12.6M 0.05%
138,362
+4,725
415
$12.6M 0.05%
433,976
-8,900
416
$12.6M 0.05%
102,875
+16,652
417
$12.6M 0.05%
522,179
-87,390
418
$12.5M 0.05%
281,487
+99,914
419
$12.5M 0.05%
186,068
+12,820
420
$12.4M 0.05%
81,772
-7,031
421
$12.4M 0.05%
146,880
-3,414
422
$12.3M 0.05%
77,845
-5,994
423
$12.2M 0.05%
754,225
-19,435
424
$12.2M 0.05%
132,545
+17,228
425
$12.1M 0.05%
549,387
+32,787
15 16
17
18 19