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
801
$3.83M 0.02%
107,004
-349
802
$3.82M 0.02%
235,933
-138,268
803
$3.82M 0.02%
23,689
+8,820
804
$3.82M 0.02%
88,869
-46,877
805
$3.81M 0.02%
84,752
+1,729
806
$3.81M 0.02%
54,164
+12,516
807
$3.81M 0.02%
91,049
-4,020
808
$3.8M 0.02%
92,545
-6,818
809
$3.8M 0.02%
100,854
+9,951
810
$3.8M 0.02%
216,031
-46,018
811
$3.78M 0.02%
75,626
+515
812
$3.77M 0.01%
114,126
+36,040
813
$3.76M 0.01%
69,519
-10,157
814
$3.75M 0.01%
33,937
-929
815
$3.75M 0.01%
99,208
-10,019
816
$3.75M 0.01%
181,440
-9,912
817
$3.74M 0.01%
116,111
+5,592
818
$3.74M 0.01%
61,639
-10,286
819
$3.73M 0.01%
36,028
+951
820
$3.71M 0.01%
98,199
-1,022
821
$3.71M 0.01%
142,328
+58,828
822
$3.7M 0.01%
70,383
+11,590
823
$3.7M 0.01%
13,776
+2,213
824
$3.69M 0.01%
41,801
+215
825
$3.69M 0.01%
35,206
+3,822
31 32
33
34 35