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
826
$1.9M 0.01%
119,306
+62,957
827
$1.9M 0.01%
18,858
+2,567
828
$1.9M 0.01%
88,998
+14,920
829
$1.89M 0.01%
20,019
+196
830
$1.88M 0.01%
22,962
-2,248
831
$1.88M 0.01%
9,779
+600
832
$1.88M 0.01%
29,194
+2,278
833
$1.87M 0.01%
105,819
+55,081
834
$1.86M 0.01%
52,202
-2,715
835
$1.86M 0.01%
25,782
+1,589
836
$1.85M 0.01%
40,034
+4,263
837
$1.84M 0.01%
77,347
+995
838
$1.84M 0.01%
48,925
-15,782
839
$1.84M 0.01%
84,140
+16,630
840
$1.83M 0.01%
28,775
+1,721
841
$1.83M 0.01%
44,046
-923
842
$1.83M 0.01%
38,127
+2,107
843
$1.82M 0.01%
35,877
+4,613
844
$1.82M 0.01%
34,423
+1,467
845
$1.82M 0.01%
35,557
-519
846
$1.81M 0.01%
61,337
-9,672
847
$1.81M 0.01%
32,098
+670
848
$1.81M 0.01%
105,172
+21,451
849
$1.81M 0.01%
133,654
-17,092
850
$1.8M 0.01%
46,736
-1,058
32 33
34
35 36