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
526
$8.59M 0.03%
144,720
+2,150
527
$8.57M 0.03%
71,980
-7,168
528
$8.57M 0.03%
31,263
+1,979
529
$8.54M 0.03%
325,276
+13,731
530
$8.46M 0.03%
302,891
-235,818
531
$8.43M 0.03%
3,193,365
-647,118
532
$8.41M 0.03%
644,927
-162,306
533
$8.41M 0.03%
673,977
+124,709
534
$8.36M 0.03%
95,379
+6,583
535
$8.35M 0.03%
52,791
+1,413
536
$8.32M 0.03%
327,569
-2,663
537
$8.32M 0.03%
194,260
+58,282
538
$8.31M 0.03%
43,045
+2,612
539
$8.28M 0.03%
104,660
+11,779
540
$8.28M 0.03%
432,678
+28,226
541
$8.24M 0.03%
293,426
+16,419
542
$8.23M 0.03%
154,331
-728
543
$8.2M 0.03%
196,777
-2,489
544
$8.17M 0.03%
748,673
+111,587
545
$8.11M 0.03%
7,506
+1,274
546
$8.05M 0.03%
262,379
+4,958
547
$8.02M 0.03%
199,554
-19,913
548
$7.99M 0.03%
91,158
+2,503
549
$7.94M 0.03%
136,917
+18,144
550
$7.91M 0.03%
111,193
+13,066
20 21
22
23 24