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
651
$5.95M 0.02%
175,607
+1,787
652
$5.92M 0.02%
42,067
+1,343
653
$5.92M 0.02%
5,007
-56
654
$5.87M 0.02%
35,494
-974
655
$5.83M 0.02%
126,765
-5,070
656
$5.83M 0.02%
62,929
+634
657
$5.83M 0.02%
12,358
+3,757
658
$5.77M 0.02%
127,220
+815
659
$5.77M 0.02%
272,033
+80,832
660
$5.76M 0.02%
59,605
+4,631
661
$5.76M 0.02%
133,399
-145,057
662
$5.74M 0.02%
467,719
-92,713
663
$5.73M 0.02%
270,334
-60,152
664
$5.71M 0.02%
30,732
-2,023
665
$5.7M 0.02%
37,019
+4,908
666
$5.7M 0.02%
63,633
-1,212
667
$5.69M 0.02%
190,294
+293
668
$5.68M 0.02%
121,528
+2,138
669
$5.68M 0.02%
677,020
-50,967
670
$5.67M 0.02%
52,131
-333
671
$5.66M 0.02%
58,684
+6,996
672
$5.66M 0.02%
397,630
+2,406
673
$5.66M 0.02%
203,753
+105,152
674
$5.66M 0.02%
1,150,431
+150,077
675
$5.65M 0.02%
203,798
+22,554
25 26
27
28 29