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
901
$1.58M 0.01%
46,732
-6,088
902
$1.57M 0.01%
77,433
-1,343
903
$1.57M 0.01%
18,524
+1,879
904
$1.56M 0.01%
73,700
+33,656
905
$1.56M 0.01%
39,551
-378
906
$1.56M 0.01%
17,029
+1,407
907
$1.56M 0.01%
26,968
+1,035
908
$1.55M 0.01%
31,326
+5,848
909
$1.55M 0.01%
32,563
-2,745
910
$1.55M 0.01%
36,587
+9,708
911
$1.55M 0.01%
111,926
+6,821
912
$1.54M 0.01%
3,612
-100
913
$1.54M 0.01%
160,464
+4,308
914
$1.54M 0.01%
23,785
-302
915
$1.53M 0.01%
44,750
+22,809
916
$1.53M 0.01%
58,316
-47,347
917
$1.52M 0.01%
43,088
-15
918
$1.52M 0.01%
112,975
+7,967
919
$1.52M 0.01%
23,250
+8,941
920
$1.52M 0.01%
31,568
+815
921
$1.51M 0.01%
133,503
+4,972
922
$1.51M 0.01%
+41,540
923
$1.5M 0.01%
71,005
+40,502
924
$1.5M 0.01%
21,241
+3,196
925
$1.5M 0.01%
33,371
+5,716
35 36
37
38 39