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
551
$7.84M 0.03%
91,283
+14,958
552
$7.79M 0.03%
71,893
+517
553
$7.79M 0.03%
219,299
-2,314
554
$7.74M 0.03%
195,439
-58,541
555
$7.72M 0.03%
131,512
+13,334
556
$7.71M 0.03%
1,254,646
-856,611
557
$7.69M 0.03%
11,592
-226
558
$7.66M 0.03%
259,670
+39,468
559
$7.65M 0.03%
298,917
+133,235
560
$7.61M 0.03%
102,448
-900
561
$7.6M 0.03%
95,950
-5,382
562
$7.59M 0.03%
874,477
-450,597
563
$7.57M 0.03%
444,745
+34,405
564
$7.55M 0.03%
469,082
-235,000
565
$7.54M 0.03%
45,989
+1,247
566
$7.52M 0.03%
249,148
+17,180
567
$7.5M 0.03%
494,345
-116,314
568
$7.5M 0.03%
80,555
+2,309
569
$7.49M 0.03%
64,104
+3,985
570
$7.48M 0.03%
713,132
+264,318
571
$7.47M 0.03%
124,376
-2,226
572
$7.47M 0.03%
81,211
+5,309
573
$7.44M 0.03%
248,659
-3,695
574
$7.4M 0.03%
440,400
+49,750
575
$7.37M 0.03%
1,933,677
+465,355
21 22
23
24 25