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
501
$5.11M 0.04%
126,524
+2,276
502
$5.09M 0.04%
74,981
+23,251
503
$5.08M 0.04%
140,274
+16,411
504
$5.08M 0.04%
368,850
+51,807
505
$5.08M 0.04%
58,705
-3,620
506
$5.08M 0.04%
630,000
+198,050
507
$5.06M 0.04%
54,685
-1,186
508
$5.03M 0.04%
80,416
+574
509
$5.03M 0.04%
119,218
-4,814
510
$5.01M 0.04%
108,621
-4,051
511
$5M 0.04%
44,665
-1,712
512
$4.98M 0.04%
1,418,654
-143,795
513
$4.97M 0.04%
137,430
-7,156
514
$4.91M 0.04%
40,791
+3,132
515
$4.86M 0.04%
99,116
+29,017
516
$4.86M 0.04%
25,678
+5,392
517
$4.86M 0.04%
104,343
+20,514
518
$4.85M 0.04%
118,172
+23,281
519
$4.82M 0.04%
55,173
+5,108
520
$4.8M 0.04%
63,493
+10,649
521
$4.78M 0.04%
88,374
+4,270
522
$4.74M 0.04%
61,359
+9,125
523
$4.74M 0.04%
116,459
+12,744
524
$4.72M 0.04%
194,175
+99,835
525
$4.71M 0.04%
104,574
+3,279
19 20
21
22 23