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
926
$1.49M 0.01%
71,915
+48,091
927
$1.48M 0.01%
30,766
+1,187
928
$1.48M 0.01%
27,949
+389
929
$1.47M 0.01%
388,881
-13,419
930
$1.47M 0.01%
18,241
+506
931
$1.46M 0.01%
33,979
-8,806
932
$1.46M 0.01%
58,344
-15,548
933
$1.46M 0.01%
25,665
+1,025
934
$1.45M 0.01%
32,830
+545
935
$1.42M 0.01%
34,212
-689
936
$1.41M 0.01%
23,403
-994
937
$1.41M 0.01%
21,085
+224
938
$1.41M 0.01%
60,377
-7,182
939
$1.41M 0.01%
40,981
-2,311
940
$1.4M 0.01%
80,408
+3,325
941
$1.4M 0.01%
115,862
+25,504
942
$1.39M 0.01%
28,120
+1,379
943
$1.39M 0.01%
80,649
+5,358
944
$1.38M 0.01%
16,304
+1,460
945
$1.38M 0.01%
29,990
-419
946
$1.37M 0.01%
147,588
+20,986
947
$1.37M 0.01%
92,836
-25,498
948
$1.35M 0.01%
90,669
+13,500
949
$1.35M 0.01%
261,924
+27,306
950
$1.34M 0.01%
46,525
+1,101
36 37
38
39 40