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
476
$9.93M 0.04%
58,423
-1,827
477
$9.91M 0.04%
290,745
+7,398
478
$9.84M 0.04%
278,139
-22,306
479
$9.83M 0.04%
88,782
+5,606
480
$9.81M 0.04%
132,121
+5,141
481
$9.77M 0.04%
544,063
-15,377
482
$9.77M 0.04%
598,150
-109,358
483
$9.76M 0.04%
352,271
+11,286
484
$9.75M 0.04%
82,124
+2,842
485
$9.74M 0.04%
345,289
+16,917
486
$9.73M 0.04%
217,132
+7,290
487
$9.72M 0.04%
77,313
-21,050
488
$9.71M 0.04%
369,490
-103,326
489
$9.69M 0.04%
200,950
+4,279
490
$9.65M 0.04%
214,019
+37,172
491
$9.64M 0.04%
408,824
+182,485
492
$9.63M 0.04%
619,373
+115,209
493
$9.6M 0.04%
73,870
+2,885
494
$9.59M 0.04%
1,895,378
+315,145
495
$9.59M 0.04%
221,608
-69,257
496
$9.5M 0.04%
33,140
+6,411
497
$9.48M 0.04%
292,395
+9,214
498
$9.43M 0.04%
175,285
+22,572
499
$9.41M 0.04%
74,770
+9,902
500
$9.35M 0.04%
465,660
+16,580
18 19
20
21 22