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
551
$4.37M 0.03%
59,640
+1,940
552
$4.36M 0.03%
169,298
-10,720
553
$4.35M 0.03%
185,515
+154,073
554
$4.33M 0.03%
120,844
-995
555
$4.33M 0.03%
11,854
+1,014
556
$4.3M 0.03%
99,327
+3,558
557
$4.29M 0.03%
171,375
-9,382
558
$4.27M 0.03%
64,782
+10,805
559
$4.25M 0.03%
83,383
-16,282
560
$4.24M 0.03%
127,151
-10,971
561
$4.21M 0.03%
262,312
-52,112
562
$4.21M 0.03%
69,999
+628
563
$4.19M 0.03%
143,018
+42,509
564
$4.18M 0.03%
151,121
+5,701
565
$4.18M 0.03%
76,714
+148
566
$4.17M 0.03%
56,201
+2,996
567
$4.16M 0.03%
44,129
+1,407
568
$4.14M 0.03%
38,926
-2,019
569
$4.14M 0.03%
4,343
+175
570
$4.13M 0.03%
56,937
+12,454
571
$4.12M 0.03%
274,427
+37,042
572
$4.11M 0.03%
253,296
-27,484
573
$4.09M 0.03%
73,780
-10,084
574
$4.08M 0.03%
159,775
-19,230
575
$4.08M 0.03%
25,208
-176
21 22
23
24 25