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
601
$3.82M 0.03%
120,285
+6,149
602
$3.81M 0.03%
424,662
+61,861
603
$3.74M 0.03%
94,302
+17,058
604
$3.73M 0.03%
75,517
+2,548
605
$3.72M 0.03%
1,253,957
+66,181
606
$3.72M 0.03%
64,938
+51,726
607
$3.71M 0.03%
85,355
-945
608
$3.71M 0.03%
31,109
-316
609
$3.7M 0.03%
40,772
+859
610
$3.68M 0.03%
163,745
-7,019
611
$3.68M 0.03%
220,633
+31,139
612
$3.67M 0.03%
22,979
+2,032
613
$3.66M 0.03%
54,427
+7,092
614
$3.66M 0.03%
35,115
-9,064
615
$3.64M 0.03%
104,363
-10,238
616
$3.64M 0.03%
237,092
-7,491
617
$3.63M 0.03%
130,890
+47,820
618
$3.6M 0.03%
142,563
-4,159
619
$3.58M 0.03%
139,417
-102,981
620
$3.57M 0.03%
34,679
+2,717
621
$3.57M 0.03%
58,406
+30,199
622
$3.56M 0.03%
73,358
-4,878
623
$3.56M 0.03%
162,993
-94,766
624
$3.55M 0.03%
44,762
+3,185
625
$3.55M 0.03%
139,325
+3,572
23 24
25
26 27