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
501
$9.35M 0.04%
38,482
-19,934
502
$9.28M 0.04%
226,052
-93,673
503
$9.2M 0.04%
382,785
+7,766
504
$9.19M 0.04%
413,994
-261,685
505
$9.17M 0.04%
796,182
+38,234
506
$9.17M 0.04%
486,411
+106,557
507
$9.15M 0.04%
120,920
+8,314
508
$9.12M 0.04%
639,072
+20,530
509
$9.04M 0.04%
1,955,791
+521,383
510
$9.03M 0.04%
281,356
+11,093
511
$8.91M 0.04%
402,126
-207,579
512
$8.91M 0.04%
1,996,837
-101,722
513
$8.85M 0.04%
80,419
-9,890
514
$8.82M 0.03%
206,672
+18,390
515
$8.81M 0.03%
77,372
-1,077
516
$8.81M 0.03%
1,694,145
-740,708
517
$8.8M 0.03%
308,604
-11,696
518
$8.78M 0.03%
103,503
-1,139
519
$8.77M 0.03%
214,938
+16,163
520
$8.77M 0.03%
45,312
+3,713
521
$8.67M 0.03%
28,572
+11,352
522
$8.67M 0.03%
210,942
+24,150
523
$8.67M 0.03%
57,298
+1,554
524
$8.64M 0.03%
52,421
-403
525
$8.63M 0.03%
307,114
+45,269
19 20
21
22 23