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
526
$4.69M 0.04%
172,935
+11,412
527
$4.69M 0.04%
790,431
+11,626
528
$4.67M 0.04%
63,206
+1,386
529
$4.64M 0.04%
147,344
+6,331
530
$4.64M 0.04%
33,971
-4,748
531
$4.63M 0.04%
166,480
-41,478
532
$4.63M 0.04%
156,440
+1,992
533
$4.61M 0.04%
32,796
+1,652
534
$4.61M 0.04%
36,995
+2,202
535
$4.6M 0.04%
89,406
+1,458
536
$4.59M 0.04%
143,834
-3,847
537
$4.59M 0.04%
223,446
-42,137
538
$4.59M 0.04%
545,910
+35,050
539
$4.59M 0.04%
54,600
-47
540
$4.58M 0.04%
145,633
+17,574
541
$4.58M 0.04%
102,638
-42,655
542
$4.57M 0.04%
70,944
+2,135
543
$4.52M 0.04%
133,683
+2,257
544
$4.49M 0.04%
+769,749
545
$4.47M 0.04%
55,004
+158
546
$4.46M 0.03%
171,559
-6,864
547
$4.43M 0.03%
96,213
+82,167
548
$4.4M 0.03%
106,762
-21,051
549
$4.39M 0.03%
182,804
+14,653
550
$4.37M 0.03%
350,492
+17,952
20 21
22
23 24