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
801
$2.02M 0.02%
77,427
+5,605
802
$2.02M 0.02%
35,954
+1,758
803
$2.01M 0.02%
44,675
-11,021
804
$2.01M 0.02%
42,591
-1,840
805
$2.01M 0.02%
143,750
+1,000
806
$2M 0.02%
163,436
-110,912
807
$2M 0.02%
26,404
+896
808
$2M 0.02%
25,564
+2,515
809
$1.99M 0.02%
147,279
+122,634
810
$1.99M 0.02%
53,002
-8,020
811
$1.99M 0.02%
97,230
+6,948
812
$1.98M 0.02%
29,770
+6,698
813
$1.97M 0.02%
7,937
+1,285
814
$1.97M 0.02%
+154,007
815
$1.96M 0.02%
43,057
+735
816
$1.95M 0.02%
27,546
+481
817
$1.94M 0.02%
73,551
+40,833
818
$1.94M 0.02%
13,530
+4,901
819
$1.93M 0.02%
150,060
-3,933
820
$1.92M 0.02%
36,713
-798
821
$1.92M 0.02%
76,432
-6,474
822
$1.92M 0.02%
232,957
-2,608
823
$1.92M 0.02%
44,640
+8,276
824
$1.91M 0.01%
67,547
-47,260
825
$1.91M 0.01%
23,188
+5,055
31 32
33
34 35