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
576
$7.37M 0.03%
149,565
+5,829
577
$7.35M 0.03%
126,912
-16,724
578
$7.32M 0.03%
98,463
579
$7.29M 0.03%
800,346
-70,074
580
$7.26M 0.03%
295,476
-35,886
581
$7.23M 0.03%
27,907
+1,269
582
$7.23M 0.03%
265,210
-41,062
583
$7.23M 0.03%
137,718
-11,098
584
$7.21M 0.03%
366,571
+89,489
585
$7.18M 0.03%
63,706
-789
586
$7.17M 0.03%
241,094
+33,907
587
$7.15M 0.03%
52,750
+11,313
588
$7.11M 0.03%
88,087
+41,673
589
$7.1M 0.03%
339,814
+6,140
590
$7.07M 0.03%
80,340
+554
591
$7.05M 0.03%
240,635
+58,034
592
$7.04M 0.03%
85,561
+13,792
593
$7M 0.03%
96,333
-11,204
594
$7M 0.03%
61,594
+200
595
$6.99M 0.03%
790,991
+106,298
596
$6.93M 0.03%
158,665
-44,674
597
$6.93M 0.03%
235,536
-35,951
598
$6.93M 0.03%
923,777
+150,230
599
$6.92M 0.03%
184,225
+16,642
600
$6.83M 0.03%
148,171
+49,804
22 23
24
25 26