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
726
$4.75M 0.02%
525,640
+40,408
727
$4.75M 0.02%
82,630
-11,449
728
$4.75M 0.02%
42,178
+4,584
729
$4.75M 0.02%
412,607
-59,857
730
$4.74M 0.02%
38,362
+19,600
731
$4.73M 0.02%
1,207,246
+245,243
732
$4.72M 0.02%
145,791
+29,775
733
$4.71M 0.02%
23,587
+1,628
734
$4.68M 0.02%
1,525,243
-856,650
735
$4.68M 0.02%
74,028
-705
736
$4.64M 0.02%
124,464
+13,040
737
$4.62M 0.02%
22,091
-266
738
$4.55M 0.02%
134,043
-2,261
739
$4.55M 0.02%
609,560
+15,380
740
$4.54M 0.02%
66,865
-6,537
741
$4.53M 0.02%
14,064
+129
742
$4.53M 0.02%
208,943
+89,767
743
$4.52M 0.02%
36,077
+4,821
744
$4.49M 0.02%
98,768
-3,396
745
$4.47M 0.02%
35,805
+5,606
746
$4.47M 0.02%
30,923
-228
747
$4.42M 0.02%
86,807
-3,973
748
$4.36M 0.02%
96,254
-3,563
749
$4.35M 0.02%
905,850
-101,793
750
$4.35M 0.02%
122,640
+39,196
28 29
30
31 32