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
751
$2.3M 0.02%
251,840
-7,007
752
$2.3M 0.02%
62,418
+1,195
753
$2.3M 0.02%
59,061
-3,980
754
$2.3M 0.02%
34,226
-5,708
755
$2.29M 0.02%
80,448
-7,141
756
$2.29M 0.02%
15,968
+1,608
757
$2.26M 0.02%
1,271
+12
758
$2.26M 0.02%
40,324
-7,681
759
$2.25M 0.02%
145,222
+24,992
760
$2.25M 0.02%
40,044
+6,955
761
$2.24M 0.02%
30,656
-901
762
$2.23M 0.02%
15,665
-5,476
763
$2.23M 0.02%
10,615
+6,211
764
$2.23M 0.02%
16,930
+1,367
765
$2.22M 0.02%
32,749
+1,999
766
$2.22M 0.02%
146,184
-21,300
767
$2.22M 0.02%
32,866
+3,797
768
$2.2M 0.02%
48,383
+34,317
769
$2.2M 0.02%
42,744
+2,416
770
$2.2M 0.02%
20,681
-516
771
$2.2M 0.02%
44,180
+2,895
772
$2.2M 0.02%
22,532
+2,013
773
$2.18M 0.02%
277,238
+18,097
774
$2.18M 0.02%
606,758
-43,202
775
$2.18M 0.02%
12,277
+564
29 30
31
32 33