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
451
$6.07M 0.05%
180,484
-2,710
452
$6.06M 0.05%
135,730
+19,108
453
$6.06M 0.05%
159,626
-1,112
454
$6M 0.05%
489,017
-17,570
455
$5.97M 0.05%
106,715
+40,522
456
$5.97M 0.05%
38,658
+1,609
457
$5.95M 0.05%
35,919
-74
458
$5.92M 0.05%
413,116
-17,132
459
$5.91M 0.05%
142,405
+5,358
460
$5.9M 0.05%
138,169
+6,254
461
$5.89M 0.05%
250,359
-7,082
462
$5.88M 0.05%
108,280
-6,663
463
$5.86M 0.05%
53,785
+17,994
464
$5.8M 0.05%
541,996
+120,220
465
$5.76M 0.05%
538,657
+81,061
466
$5.75M 0.05%
220,792
+12,138
467
$5.73M 0.04%
183,029
-4,221
468
$5.72M 0.04%
91,808
+36,858
469
$5.68M 0.04%
6,749
+1,073
470
$5.63M 0.04%
86,316
+27,122
471
$5.63M 0.04%
202,937
+27,353
472
$5.61M 0.04%
108,902
+4,788
473
$5.6M 0.04%
506,936
+9,654
474
$5.54M 0.04%
209,362
+77,611
475
$5.54M 0.04%
120,863
-4,982
17 18
19
20 21