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
676
$5.62M 0.02%
205,593
-65,591
677
$5.6M 0.02%
585,305
-57,957
678
$5.6M 0.02%
125,846
-5,803
679
$5.59M 0.02%
119,251
+714
680
$5.58M 0.02%
101,582
+1,304
681
$5.54M 0.02%
197,703
+35,650
682
$5.53M 0.02%
162,736
-16,819
683
$5.52M 0.02%
233,486
+19,101
684
$5.52M 0.02%
57,392
-2,545
685
$5.51M 0.02%
151,122
+10,612
686
$5.5M 0.02%
86,689
+11,286
687
$5.5M 0.02%
30,383
-27,940
688
$5.48M 0.02%
227,925
-40,570
689
$5.48M 0.02%
34,590
+5,873
690
$5.48M 0.02%
43,654
-2
691
$5.48M 0.02%
125,356
-1,246
692
$5.46M 0.02%
16,064
+1,241
693
$5.45M 0.02%
43,943
-28,401
694
$5.4M 0.02%
321,361
+25,995
695
$5.39M 0.02%
45,761
-4,324
696
$5.37M 0.02%
96,128
+5,570
697
$5.3M 0.02%
34,737
+2,974
698
$5.29M 0.02%
247,843
+145,979
699
$5.27M 0.02%
3,048,417
+482,541
700
$5.24M 0.02%
69,255
+9,416
26 27
28
29 30