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
701
$5.23M 0.02%
61,378
-2,106
702
$5.18M 0.02%
24,444
-1,736
703
$5.16M 0.02%
105,291
-7,618
704
$5.15M 0.02%
48,507
+3,372
705
$5.13M 0.02%
1,116,326
+319,157
706
$5.12M 0.02%
264,006
+14,425
707
$5.1M 0.02%
312,137
-25,079
708
$5.07M 0.02%
91,415
-3,771
709
$5.01M 0.02%
68,305
-3,247
710
$5M 0.02%
102,344
+11,544
711
$4.95M 0.02%
84,323
-19,411
712
$4.94M 0.02%
57,550
+1,826
713
$4.94M 0.02%
60,107
+8,295
714
$4.94M 0.02%
38,529
-144
715
$4.92M 0.02%
40,144
-2,276
716
$4.91M 0.02%
65,779
-61,448
717
$4.85M 0.02%
72,650
+5,718
718
$4.84M 0.02%
74,847
-1,848
719
$4.82M 0.02%
209,400
+65,260
720
$4.81M 0.02%
241,176
+27,345
721
$4.78M 0.02%
52,474
+9,564
722
$4.78M 0.02%
221,540
+10,824
723
$4.76M 0.02%
207,251
+36,140
724
$4.76M 0.02%
64,091
-2,309
725
$4.75M 0.02%
94,576
+10,705
27 28
29
30 31