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
926
$2.71M 0.01%
429,944
-56,012
927
$2.71M 0.01%
36,599
+4,206
928
$2.7M 0.01%
29,999
+1,373
929
$2.7M 0.01%
35,569
-2,162
930
$2.7M 0.01%
53,073
+33,188
931
$2.69M 0.01%
41,525
+7,182
932
$2.69M 0.01%
11,649
-536
933
$2.69M 0.01%
46,215
-13,068
934
$2.69M 0.01%
49,204
-3,938
935
$2.69M 0.01%
16,006
+282
936
$2.69M 0.01%
89,435
+7,244
937
$2.69M 0.01%
13,986
+793
938
$2.68M 0.01%
83,842
+24,113
939
$2.68M 0.01%
46,492
+842
940
$2.67M 0.01%
42,052
-1,865
941
$2.66M 0.01%
51,439
-1,919
942
$2.66M 0.01%
50,672
-2,336
943
$2.65M 0.01%
66,004
-25,039
944
$2.64M 0.01%
55,297
+841
945
$2.64M 0.01%
24,523
-31
946
$2.64M 0.01%
30,962
-22
947
$2.64M 0.01%
152,642
+1,344
948
$2.63M 0.01%
54,751
-1,135
949
$2.62M 0.01%
153,737
-61,394
950
$2.61M 0.01%
62,801
-1,334
36 37
38
39 40