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
676
$2.98M 0.02%
78,187
+21,066
677
$2.97M 0.02%
35,764
+3,411
678
$2.96M 0.02%
32,552
+10,689
679
$2.95M 0.02%
125,427
-8,371
680
$2.95M 0.02%
179,102
+131,429
681
$2.94M 0.02%
153,143
-2,804
682
$2.93M 0.02%
82,108
+4,820
683
$2.93M 0.02%
12,845
+853
684
$2.93M 0.02%
5,329
+635
685
$2.9M 0.02%
146,054
+1,639
686
$2.86M 0.02%
47,440
+8,005
687
$2.83M 0.02%
172,000
-55
688
$2.83M 0.02%
115,284
+2,544
689
$2.81M 0.02%
56,869
+10,189
690
$2.81M 0.02%
60,803
+248
691
$2.8M 0.02%
19,792
+1,271
692
$2.79M 0.02%
55,081
-330
693
$2.79M 0.02%
267,854
+82,892
694
$2.79M 0.02%
112,714
-1,364
695
$2.77M 0.02%
24,374
+3,685
696
$2.75M 0.02%
83,887
+5,920
697
$2.73M 0.02%
149,690
+95
698
$2.73M 0.02%
110,055
-32,598
699
$2.72M 0.02%
54,865
+14,822
700
$2.71M 0.02%
29,913
+3,675
26 27
28
29 30