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
1051
$1.05M 0.01%
105,549
-63,209
1052
$1.05M 0.01%
58,077
-515
1053
$1.04M 0.01%
15,456
+1,182
1054
$1.04M 0.01%
37,641
+20,431
1055
$1.04M 0.01%
18,768
-512
1056
$1.04M 0.01%
14,838
-1,317
1057
$1.03M 0.01%
58,147
+2,449
1058
$1.03M 0.01%
29,488
-1,626
1059
$1.03M 0.01%
327,762
-163,271
1060
$1.03M 0.01%
11,576
+915
1061
$1.02M 0.01%
11,413
-1,275
1062
$1.02M 0.01%
62,894
-3,493
1063
$1.02M 0.01%
61,466
-15,516
1064
$1.02M 0.01%
28,434
+3,287
1065
$1.02M 0.01%
8,136
-1,363
1066
$1.01M 0.01%
10,790
-619
1067
$1.01M 0.01%
12,029
+338
1068
$1.01M 0.01%
41,439
+5,642
1069
$1.01M 0.01%
+42,832
1070
$1.01M 0.01%
72,115
-24,401
1071
$1.01M 0.01%
28,312
-1,421
1072
$1M 0.01%
27,536
+873
1073
$1M 0.01%
59,825
+2,372
1074
$1M 0.01%
252,954
+4,865
1075
$1M 0.01%
388,829
-23,952
41 42
43
44 45