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
426
$6.46M 0.05%
398,707
+15,472
427
$6.46M 0.05%
180,897
+9,423
428
$6.43M 0.05%
597,447
+104,403
429
$6.42M 0.05%
28,253
+2,027
430
$6.42M 0.05%
191,613
+491
431
$6.4M 0.05%
140,697
+31,674
432
$6.38M 0.05%
38,293
+1,732
433
$6.37M 0.05%
78,297
+6,643
434
$6.33M 0.05%
46,461
-1,104
435
$6.33M 0.05%
159,716
+30,091
436
$6.33M 0.05%
153,873
+2,057
437
$6.33M 0.05%
91,844
-13,053
438
$6.32M 0.05%
133,270
+6,027
439
$6.31M 0.05%
153,607
+6,306
440
$6.3M 0.05%
253,702
+5,972
441
$6.29M 0.05%
197,961
+64,658
442
$6.24M 0.05%
142,103
+24,602
443
$6.23M 0.05%
47,268
+2,606
444
$6.22M 0.05%
161,095
-8,540
445
$6.19M 0.05%
197,230
+7,031
446
$6.17M 0.05%
37,355
+6,196
447
$6.17M 0.05%
285,183
+44,905
448
$6.15M 0.05%
137,788
+2,337
449
$6.14M 0.05%
262,953
+104,825
450
$6.11M 0.05%
94,426
+1,150
16 17
18
19 20