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
751
$4.33M 0.02%
89,337
+2,788
752
$4.3M 0.02%
31,877
+6,321
753
$4.29M 0.02%
781,051
-163,333
754
$4.28M 0.02%
49,066
+426
755
$4.28M 0.02%
69,107
-650
756
$4.28M 0.02%
+211,272
757
$4.25M 0.02%
735,653
+81,855
758
$4.25M 0.02%
73,394
+5,184
759
$4.21M 0.02%
55,543
-1,283
760
$4.21M 0.02%
83,290
-546
761
$4.2M 0.02%
3,350
+46
762
$4.2M 0.02%
7,618
+18
763
$4.2M 0.02%
51,242
-8,100
764
$4.2M 0.02%
28,703
+5,668
765
$4.19M 0.02%
50,370
-13,329
766
$4.16M 0.02%
54,305
+1,770
767
$4.15M 0.02%
166,295
+905
768
$4.15M 0.02%
230,322
+41,081
769
$4.15M 0.02%
35,166
-13,924
770
$4.14M 0.02%
110,606
+13,016
771
$4.14M 0.02%
108,148
-999
772
$4.14M 0.02%
78,755
+34,192
773
$4.09M 0.02%
663,655
+16,282
774
$4.09M 0.02%
165,103
-18,283
775
$4.07M 0.02%
112,077
-21,898
29 30
31
32 33