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
1126
$907K 0.01%
36,343
+328
1127
$902K 0.01%
85,446
-7,918
1128
$898K 0.01%
7,949
+697
1129
$897K 0.01%
75,080
+27,043
1130
$897K 0.01%
15,359
+4,635
1131
$889K 0.01%
32,891
-1,367
1132
$886K 0.01%
8,382
+712
1133
$885K 0.01%
10,215
+1,089
1134
$881K 0.01%
30,250
-1,158
1135
$880K 0.01%
70,149
+16,785
1136
$875K 0.01%
56,092
+12,892
1137
$870K 0.01%
14,903
+2,744
1138
$869K 0.01%
57,096
+142
1139
$868K 0.01%
4
1140
$868K 0.01%
34,951
+4,164
1141
$863K 0.01%
51,200
+6,655
1142
$861K 0.01%
18,773
-7,692
1143
$855K 0.01%
16,467
+439
1144
$854K 0.01%
24,838
+1,450
1145
$854K 0.01%
25,143
-1,756
1146
$852K 0.01%
27,785
+316
1147
$847K 0.01%
44,198
+4,849
1148
$842K 0.01%
24,929
-459
1149
$841K 0.01%
11,915
+2,225
1150
$841K 0.01%
15,177
+2,420
44 45
46
47 48