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
601
$6.82M 0.03%
532,550
+206,811
602
$6.82M 0.03%
126,367
+9,716
603
$6.8M 0.03%
120,105
+6,225
604
$6.79M 0.03%
650,638
+164,780
605
$6.78M 0.03%
114,891
+1,174
606
$6.77M 0.03%
112,018
+9,607
607
$6.76M 0.03%
245,491
-3,595
608
$6.75M 0.03%
971,981
+324,774
609
$6.74M 0.03%
300,115
+96,082
610
$6.74M 0.03%
136,978
+2,667
611
$6.71M 0.03%
74,638
-15,282
612
$6.69M 0.03%
137,264
-16,493
613
$6.68M 0.03%
93,498
+17,305
614
$6.63M 0.03%
51,143
+1,510
615
$6.63M 0.03%
189,502
-10,668
616
$6.59M 0.03%
132,631
-40,399
617
$6.58M 0.03%
19,790
+630
618
$6.56M 0.03%
65,856
-6,172
619
$6.5M 0.03%
121,240
+29,762
620
$6.5M 0.03%
375,932
+259,064
621
$6.48M 0.03%
137,275
+28,317
622
$6.46M 0.03%
133,146
+2,361
623
$6.43M 0.03%
23,176
-3,623
624
$6.39M 0.03%
65,239
-4,325
625
$6.38M 0.03%
54,639
+2,890
23 24
25
26 27