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
51
$80M 0.32%
736,406
+112,869
52
$79.5M 0.31%
767,322
-26,274
53
$79.3M 0.31%
1,516,392
+19,015
54
$78.1M 0.31%
1,412,056
+77,982
55
$77.7M 0.31%
522,541
+33,000
56
$77.2M 0.31%
478,328
+18,432
57
$75.6M 0.3%
676,297
-5,875
58
$75M 0.3%
539,789
+15,497
59
$74.6M 0.29%
280,336
+20,373
60
$73.9M 0.29%
975,716
-51,146
61
$73.4M 0.29%
494,623
+3,730
62
$72.9M 0.29%
329,716
+9,473
63
$72.4M 0.29%
2,801,590
+112,396
64
$71.3M 0.28%
1,211,760
-165,610
65
$71M 0.28%
424,603
+72,012
66
$69.8M 0.28%
290,642
-11,724
67
$69.3M 0.27%
585,671
+19,238
68
$68M 0.27%
15,636,040
+879,920
69
$67.5M 0.27%
418,391
+16,792
70
$67.5M 0.27%
831,170
-32,977
71
$66.5M 0.26%
1,255,249
+82,426
72
$65.8M 0.26%
2,384,250
+53,040
73
$64.9M 0.26%
166,404
+6,520
74
$63.9M 0.25%
581,369
-4,776
75
$61.3M 0.24%
2,289,810
-247,500
1 2
3
4 5