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
776
$2.17M 0.02%
10,249
+2,307
777
$2.16M 0.02%
50,220
+25,298
778
$2.14M 0.02%
52,050
-2,884
779
$2.14M 0.02%
20,209
-292
780
$2.14M 0.02%
102,748
+5,813
781
$2.14M 0.02%
12,476
+2,491
782
$2.13M 0.02%
72,224
+12,682
783
$2.13M 0.02%
81,656
+7,821
784
$2.12M 0.02%
48,088
+68
785
$2.12M 0.02%
26,186
+9,668
786
$2.11M 0.02%
112,362
+1,934
787
$2.09M 0.02%
25,472
-1,293
788
$2.08M 0.02%
37,901
-17
789
$2.08M 0.02%
47,444
-4,941
790
$2.07M 0.02%
22,332
+2,594
791
$2.07M 0.02%
55,462
+3,658
792
$2.07M 0.02%
52,170
-13,386
793
$2.07M 0.02%
14,243
+359
794
$2.07M 0.02%
68,017
-1,514
795
$2.05M 0.02%
153,217
+11,690
796
$2.05M 0.02%
81,414
+1,978
797
$2.04M 0.02%
38,466
+1,492
798
$2.04M 0.02%
26,504
+6,499
799
$2.04M 0.02%
30,361
+951
800
$2.03M 0.02%
50,614
+1,782
30 31
32
33 34