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 19.05%
2 Financials 16.76%
3 Healthcare 12.56%
4 Consumer Discretionary 10.05%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1.93M 0.01%
34,047
+956
1077
$1.92M 0.01%
78,034
+39,758
1078
$1.92M 0.01%
52,757
+752
1079
$1.91M 0.01%
19,257
+70
1080
$1.9M 0.01%
38,738
-12,135
1081
$1.9M 0.01%
78,567
-10,416
1082
$1.9M 0.01%
10,115
+287
1083
$1.9M 0.01%
56,595
+7,951
1084
$1.9M 0.01%
61,164
+9,307
1085
$1.88M 0.01%
77,798
+2,222
1086
$1.86M 0.01%
36,033
+3,947
1087
$1.85M 0.01%
21,696
+3,539
1088
$1.85M 0.01%
39,577
+2,791
1089
$1.85M 0.01%
8,825
+2,349
1090
$1.84M 0.01%
12,190
-2,871
1091
$1.84M 0.01%
26,380
+1,153
1092
$1.84M 0.01%
32,422
+4,296
1093
$1.84M 0.01%
32,547
-2,109
1094
$1.84M 0.01%
48,065
+1,682
1095
$1.84M 0.01%
11,947
+1,995
1096
$1.83M 0.01%
53,863
+513
1097
$1.83M 0.01%
25,630
+576
1098
$1.82M 0.01%
47,567
-3,435
1099
$1.81M 0.01%
35,144
+3,420
1100
$1.81M 0.01%
156,487
-44,135
42 43
44
45 46