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
626
$3.54M 0.03%
47,203
-2,750
627
$3.53M 0.03%
47,155
+575
628
$3.5M 0.03%
131,448
+7,348
629
$3.48M 0.03%
44,799
+142
630
$3.48M 0.03%
150,544
+11,521
631
$3.48M 0.03%
38,447
-840
632
$3.47M 0.03%
290,151
+18,074
633
$3.45M 0.03%
38,317
+1,346
634
$3.45M 0.03%
310,612
+12,736
635
$3.43M 0.03%
64,031
+24,102
636
$3.42M 0.03%
232,108
-39,504
637
$3.42M 0.03%
160,993
-18,042
638
$3.41M 0.03%
26,354
+5,685
639
$3.4M 0.03%
105,791
-14,911
640
$3.38M 0.03%
555,143
+46,872
641
$3.38M 0.03%
53,285
+5,379
642
$3.37M 0.03%
188,761
+38,621
643
$3.33M 0.03%
1,119,129
-195,821
644
$3.33M 0.03%
90,998
-5,833
645
$3.31M 0.03%
173,221
+37,503
646
$3.29M 0.03%
68,670
-3,134
647
$3.29M 0.03%
494,900
+358,628
648
$3.25M 0.03%
127,575
+2,496
649
$3.25M 0.03%
61,962
+11,440
650
$3.24M 0.03%
209,504
+169,886
24 25
26
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