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
1026
$1.1M 0.01%
42,878
-118
1027
$1.09M 0.01%
16,648
-680
1028
$1.09M 0.01%
26,422
+1,073
1029
$1.09M 0.01%
17,326
+812
1030
$1.09M 0.01%
16,439
+2,714
1031
$1.09M 0.01%
279,548
+39,912
1032
$1.09M 0.01%
46,756
-3,271
1033
$1.08M 0.01%
16,898
+640
1034
$1.08M 0.01%
22,843
+2,131
1035
$1.08M 0.01%
10,536
+703
1036
$1.08M 0.01%
17,784
-1,492
1037
$1.07M 0.01%
17,598
+829
1038
$1.07M 0.01%
26,285
+91
1039
$1.07M 0.01%
23,469
-534
1040
$1.07M 0.01%
10,121
+265
1041
$1.07M 0.01%
18,322
-40
1042
$1.06M 0.01%
34,081
+316
1043
$1.06M 0.01%
13,735
+1,901
1044
$1.06M 0.01%
26,256
+11,864
1045
$1.05M 0.01%
14,416
+4,539
1046
$1.05M 0.01%
36,369
-165
1047
$1.05M 0.01%
14,670
+1,258
1048
$1.05M 0.01%
68,073
+17,174
1049
$1.05M 0.01%
36,511
-860
1050
$1.05M 0.01%
40,388
-1,651
40 41
42
43 44