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
876
$1.68M 0.01%
28,447
+10,718
877
$1.68M 0.01%
98,279
-23,046
878
$1.68M 0.01%
48,482
-1,288
879
$1.67M 0.01%
57,428
+3,607
880
$1.67M 0.01%
43,938
-34,631
881
$1.66M 0.01%
34,950
+26,120
882
$1.66M 0.01%
20,135
-1,044
883
$1.66M 0.01%
18,756
+1,334
884
$1.64M 0.01%
149,218
-95,354
885
$1.64M 0.01%
111,609
+52,113
886
$1.63M 0.01%
6,654
-2,057
887
$1.63M 0.01%
28,237
-9,301
888
$1.63M 0.01%
25,083
-1,500
889
$1.63M 0.01%
62,431
+14,526
890
$1.63M 0.01%
38,556
+3,706
891
$1.61M 0.01%
123,415
-5,606
892
$1.61M 0.01%
53,916
-11,365
893
$1.61M 0.01%
40,103
-45,011
894
$1.61M 0.01%
186,724
-93,087
895
$1.61M 0.01%
116,603
-7,434
896
$1.6M 0.01%
28,025
+1,891
897
$1.6M 0.01%
33,576
-4,421
898
$1.6M 0.01%
56,772
+22,732
899
$1.59M 0.01%
69,271
+8,470
900
$1.58M 0.01%
27,164
-8,647
34 35
36
37 38