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
901
$2.91M 0.01%
38,724
-1,539
902
$2.9M 0.01%
26,253
+2,204
903
$2.9M 0.01%
32,121
+4,108
904
$2.89M 0.01%
27,904
-3,601
905
$2.89M 0.01%
53,943
+8,860
906
$2.88M 0.01%
150,040
-23,116
907
$2.86M 0.01%
115,529
+10,129
908
$2.86M 0.01%
191,322
-22,053
909
$2.85M 0.01%
63,138
+500
910
$2.85M 0.01%
28,544
+4,569
911
$2.85M 0.01%
24,024
-1,859
912
$2.84M 0.01%
54,879
-54,623
913
$2.84M 0.01%
128,731
+30,077
914
$2.83M 0.01%
78,835
+23,857
915
$2.83M 0.01%
56,139
+3,388
916
$2.82M 0.01%
26,960
+2,374
917
$2.81M 0.01%
66,857
-8,363
918
$2.78M 0.01%
96,382
-90,271
919
$2.76M 0.01%
53,014
-1,688
920
$2.75M 0.01%
31,940
+2,845
921
$2.75M 0.01%
20,969
-3,423
922
$2.74M 0.01%
71,826
-916
923
$2.73M 0.01%
30,362
+535
924
$2.73M 0.01%
182,950
+73,199
925
$2.72M 0.01%
48,240
-12,432
35 36
37
38 39