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
951
$2.61M 0.01%
16,328
+7,997
952
$2.58M 0.01%
45,831
+1,760
953
$2.56M 0.01%
109,820
-4,155
954
$2.54M 0.01%
121,845
+41,723
955
$2.54M 0.01%
49,532
956
$2.54M 0.01%
44,496
+2,617
957
$2.53M 0.01%
10,417
-416
958
$2.53M 0.01%
36,394
-4,806
959
$2.53M 0.01%
131,959
+6,062
960
$2.51M 0.01%
180,028
+11,246
961
$2.51M 0.01%
161,855
+86,528
962
$2.5M 0.01%
173,697
+46,129
963
$2.49M 0.01%
22,469
-389
964
$2.49M 0.01%
54,129
+291
965
$2.49M 0.01%
67,939
+36,337
966
$2.49M 0.01%
30,371
+2,817
967
$2.48M 0.01%
155,988
+32,395
968
$2.47M 0.01%
45,930
+6,760
969
$2.45M 0.01%
64,666
-21,984
970
$2.44M 0.01%
49,579
-9,156
971
$2.43M 0.01%
1,260,774
-251,882
972
$2.42M 0.01%
26,615
-284
973
$2.41M 0.01%
63,248
-5,382
974
$2.41M 0.01%
40,632
+2,205
975
$2.4M 0.01%
35,568
-27,601
37 38
39
40 41