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
626
$6.36M 0.03%
47,776
+1,298
627
$6.35M 0.03%
180,394
+56,791
628
$6.33M 0.03%
186,204
+108
629
$6.32M 0.03%
50,735
-7,753
630
$6.29M 0.02%
313,696
+11,381
631
$6.27M 0.02%
99,491
-10,554
632
$6.24M 0.02%
84,568
-47,346
633
$6.24M 0.02%
43,960
-916
634
$6.21M 0.02%
549,338
-111,776
635
$6.2M 0.02%
571,878
+144,317
636
$6.19M 0.02%
129,144
+83,568
637
$6.19M 0.02%
634,876
-521,525
638
$6.16M 0.02%
772,493
-127,475
639
$6.14M 0.02%
24,499
-6,961
640
$6.14M 0.02%
110,228
-70,971
641
$6.14M 0.02%
310,229
+61,441
642
$6.13M 0.02%
182,459
-23,202
643
$6.11M 0.02%
334,975
+51,521
644
$6.07M 0.02%
133,182
+4,309
645
$6.05M 0.02%
260,024
+19,492
646
$6.02M 0.02%
223,693
+50,554
647
$6.02M 0.02%
78,441
-1,184
648
$6.02M 0.02%
100,469
+4,291
649
$5.97M 0.02%
146,395
-50,750
650
$5.96M 0.02%
134,632
+40,671
24 25
26
27 28