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
951
$1.34M 0.01%
146,968
+11,618
952
$1.33M 0.01%
28,433
+7,035
953
$1.33M 0.01%
18,333
-639
954
$1.32M 0.01%
28,821
-843
955
$1.32M 0.01%
97,018
+2,334
956
$1.31M 0.01%
8,141
-81
957
$1.31M 0.01%
12,029
+4,784
958
$1.31M 0.01%
13,415
-1,033
959
$1.31M 0.01%
7,839
+571
960
$1.3M 0.01%
19,150
+421
961
$1.3M 0.01%
43,480
+9,367
962
$1.29M 0.01%
8,608
-1,033
963
$1.29M 0.01%
13,511
+1,966
964
$1.28M 0.01%
11,118
-843
965
$1.28M 0.01%
17,255
+2,897
966
$1.27M 0.01%
34,854
-2,072
967
$1.27M 0.01%
55,063
+3,913
968
$1.27M 0.01%
113,944
+30,271
969
$1.27M 0.01%
27,910
+286
970
$1.27M 0.01%
19,119
+7,893
971
$1.27M 0.01%
25,367
+1,177
972
$1.26M 0.01%
13,869
-749
973
$1.26M 0.01%
17,057
+395
974
$1.25M 0.01%
52,097
-12,823
975
$1.25M 0.01%
35,362
+1,591
37 38
39
40 41