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
1076
$1M 0.01%
8,672
+238
1077
$995K 0.01%
121,730
-21,082
1078
$994K 0.01%
14,205
-195
1079
$992K 0.01%
1,159
-38
1080
$992K 0.01%
11,651
-6,705
1081
$989K 0.01%
25,869
-735
1082
$989K 0.01%
53,725
+4,311
1083
$985K 0.01%
24,631
+3,212
1084
$982K 0.01%
16,144
-14,555
1085
$980K 0.01%
46,321
-31,643
1086
$978K 0.01%
57,381
+2,351
1087
$977K 0.01%
35,131
-839
1088
$974K 0.01%
55,329
+14,541
1089
$973K 0.01%
72,771
+8,442
1090
$972K 0.01%
19,729
-570
1091
$971K 0.01%
33,423
-6,937
1092
$968K 0.01%
69,522
-3,726
1093
$966K 0.01%
13,342
+156
1094
$963K 0.01%
22,290
-533
1095
$961K 0.01%
9,070
-396
1096
$960K 0.01%
23,978
-8
1097
$956K 0.01%
8,771
+3,077
1098
$954K 0.01%
21,677
-1,429
1099
$953K 0.01%
32,064
+2,902
1100
$949K 0.01%
30,653
+13,594
42 43
44
45 46