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
476
$5.53M 0.04%
569,724
+34,058
477
$5.52M 0.04%
29,101
+929
478
$5.51M 0.04%
117,705
-52,807
479
$5.49M 0.04%
46,428
-300
480
$5.45M 0.04%
176,046
+3,702
481
$5.44M 0.04%
75,696
+8,397
482
$5.41M 0.04%
63,574
+8,001
483
$5.41M 0.04%
20,502
-1,055
484
$5.41M 0.04%
120,653
+290
485
$5.37M 0.04%
200,520
+15,204
486
$5.37M 0.04%
103,230
+10,566
487
$5.35M 0.04%
79,761
+6,314
488
$5.33M 0.04%
158,736
-35,604
489
$5.29M 0.04%
895,379
+486,507
490
$5.26M 0.04%
160,273
+26,702
491
$5.24M 0.04%
802,315
+166,273
492
$5.2M 0.04%
193,802
+8,557
493
$5.17M 0.04%
345,275
+35,825
494
$5.17M 0.04%
365,325
+42,735
495
$5.17M 0.04%
161,354
+59,540
496
$5.16M 0.04%
116,822
+2,969
497
$5.15M 0.04%
125,873
+53,925
498
$5.14M 0.04%
56,669
+3,708
499
$5.13M 0.04%
130,926
-3,199
500
$5.12M 0.04%
366,107
+45,654
18 19
20
21 22