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
701
$2.71M 0.02%
88,602
-581
702
$2.7M 0.02%
64,521
+2,849
703
$2.7M 0.02%
245,080
+10,784
704
$2.69M 0.02%
36,313
+692
705
$2.69M 0.02%
91,042
-1
706
$2.68M 0.02%
438,016
-207,544
707
$2.68M 0.02%
192,441
+55,761
708
$2.68M 0.02%
546,724
-18,104
709
$2.64M 0.02%
32,543
-5,091
710
$2.64M 0.02%
19,667
+2,593
711
$2.63M 0.02%
36,848
+13,402
712
$2.6M 0.02%
89,196
+3,231
713
$2.58M 0.02%
34,577
+3,644
714
$2.56M 0.02%
23,700
-238
715
$2.56M 0.02%
196,725
-138
716
$2.55M 0.02%
32,943
-1,157
717
$2.53M 0.02%
725,080
+109,680
718
$2.53M 0.02%
264,431
+41,265
719
$2.53M 0.02%
499,304
+146,620
720
$2.53M 0.02%
129,618
+3,197
721
$2.52M 0.02%
76,803
+3,694
722
$2.5M 0.02%
15,860
+352
723
$2.5M 0.02%
233,532
+7,461
724
$2.5M 0.02%
31,236
+2,289
725
$2.49M 0.02%
53,962
-3,651
27 28
29
30 31