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
1151
$835K 0.01%
21,986
+632
1152
$835K 0.01%
36,208
-939
1153
$825K 0.01%
6,663
+482
1154
$825K 0.01%
44,680
-11,006
1155
$824K 0.01%
9,198
-2,320
1156
$823K 0.01%
34,640
-5,677
1157
$823K 0.01%
65,601
+24,949
1158
$820K 0.01%
28,324
-999
1159
$820K 0.01%
19,032
+7,887
1160
$818K 0.01%
10,145
+138
1161
$817K 0.01%
23,921
-1,587
1162
$817K 0.01%
50,724
-8,194
1163
$811K 0.01%
22,249
-1,850
1164
$811K 0.01%
24,909
-10,188
1165
$809K 0.01%
122,583
+329
1166
$808K 0.01%
25,114
+1,326
1167
$807K 0.01%
22,711
+1,310
1168
$807K 0.01%
29,622
+290
1169
$806K 0.01%
10,835
+1,485
1170
$806K 0.01%
38,208
-2,192
1171
$805K 0.01%
15,335
-426
1172
$805K 0.01%
21,729
+97
1173
$801K 0.01%
40,690
+4,380
1174
$801K 0.01%
14,235
+4,563
1175
$800K 0.01%
7,511
+273
45 46
47
48 49