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
1001
$1.17M 0.01%
139,800
-63,130
1002
$1.17M 0.01%
8,889
-2,071
1003
$1.16M 0.01%
18,312
-522
1004
$1.15M 0.01%
24,124
-1,029
1005
$1.15M 0.01%
25,208
+863
1006
$1.15M 0.01%
139,609
-49,868
1007
$1.15M 0.01%
47,162
-30,351
1008
$1.15M 0.01%
36,128
+3,770
1009
$1.15M 0.01%
113,076
-9,397
1010
$1.15M 0.01%
91,061
+2,404
1011
$1.15M 0.01%
30,028
-5,160
1012
$1.14M 0.01%
56,336
+3,219
1013
$1.14M 0.01%
15,314
-2,496
1014
$1.13M 0.01%
2,728
+105
1015
$1.12M 0.01%
19,005
-603
1016
$1.12M 0.01%
21,553
-1,700
1017
$1.11M 0.01%
57,579
-12,211
1018
$1.11M 0.01%
41,301
-137
1019
$1.11M 0.01%
63,817
-949
1020
$1.11M 0.01%
13,228
+4,622
1021
$1.1M 0.01%
23,294
-30
1022
$1.1M 0.01%
25,177
+76
1023
$1.1M 0.01%
51,829
+7,226
1024
$1.1M 0.01%
58,574
+41,606
1025
$1.1M 0.01%
7,245
-861
39 40
41
42 43