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
851
$1.8M 0.01%
24,360
+3,161
852
$1.8M 0.01%
39,720
+5,977
853
$1.79M 0.01%
120,463
-26,660
854
$1.78M 0.01%
105,064
+25,006
855
$1.77M 0.01%
29,174
-18,293
856
$1.77M 0.01%
40,288
+2,982
857
$1.77M 0.01%
26,720
+15,138
858
$1.77M 0.01%
88,547
+4,831
859
$1.75M 0.01%
45,080
+7,487
860
$1.75M 0.01%
173,625
+45,546
861
$1.75M 0.01%
82,552
+1,871
862
$1.74M 0.01%
43,850
+4,301
863
$1.74M 0.01%
70,991
+4,176
864
$1.74M 0.01%
16,795
+411
865
$1.74M 0.01%
28,623
+1,333
866
$1.73M 0.01%
39,340
-6,914
867
$1.73M 0.01%
45,858
+3,315
868
$1.73M 0.01%
68,439
-3,274
869
$1.72M 0.01%
43,260
+7,858
870
$1.72M 0.01%
340,255
+12,453
871
$1.72M 0.01%
292,638
-13,730
872
$1.71M 0.01%
378,440
-56,870
873
$1.69M 0.01%
66,757
-1,181
874
$1.69M 0.01%
63,928
-6,662
875
$1.68M 0.01%
134,395
+4,854
33 34
35
36 37