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
1001
$2.24M 0.01%
12,304
+748
1002
$2.24M 0.01%
18,384
+692
1003
$2.24M 0.01%
14,671
+619
1004
$2.22M 0.01%
39,542
-12,821
1005
$2.22M 0.01%
27,819
+1,511
1006
$2.21M 0.01%
63,723
-38,428
1007
$2.21M 0.01%
45,130
-3,972
1008
$2.21M 0.01%
37,537
+5,701
1009
$2.2M 0.01%
43,992
-1,673
1010
$2.2M 0.01%
77,672
+3,881
1011
$2.19M 0.01%
103,299
-34,777
1012
$2.18M 0.01%
53,580
+11,188
1013
$2.18M 0.01%
41,784
+3,838
1014
$2.18M 0.01%
30,109
-5,457
1015
$2.17M 0.01%
32,961
+4,582
1016
$2.17M 0.01%
16,533
+3,036
1017
$2.17M 0.01%
42,460
-2,274
1018
$2.17M 0.01%
22,366
-3,628
1019
$2.17M 0.01%
567,287
+406,357
1020
$2.17M 0.01%
65,837
-3,738
1021
$2.17M 0.01%
34,739
+1,443
1022
$2.17M 0.01%
38,341
-3,649
1023
$2.16M 0.01%
172,695
+12,997
1024
$2.16M 0.01%
235,671
+73,528
1025
$2.15M 0.01%
122,347
-16,268
39 40
41
42 43