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
1201
$751K 0.01%
20,497
+10,725
1202
$749K 0.01%
47,462
-2,885
1203
$744K 0.01%
15,437
-236
1204
$744K 0.01%
136,288
+27,741
1205
$742K 0.01%
49,251
+3,408
1206
$741K 0.01%
4,573
-27
1207
$738K 0.01%
11,830
+69
1208
$738K 0.01%
9,710
-1,851
1209
$735K 0.01%
27,232
+1,258
1210
$734K 0.01%
25,078
+2,512
1211
$733K 0.01%
21,477
+98
1212
$732K 0.01%
35,734
+3,368
1213
$729K 0.01%
12,974
+4,612
1214
$729K 0.01%
8,336
-106
1215
$725K 0.01%
23,468
-1,288
1216
$723K 0.01%
53,262
-7,758
1217
$721K 0.01%
92,285
+4,770
1218
$721K 0.01%
28,830
+2,246
1219
$718K 0.01%
13,739
+742
1220
$716K 0.01%
115,841
+2,182
1221
$714K 0.01%
31,198
+2,180
1222
$714K 0.01%
20,608
-13,832
1223
$713K 0.01%
19,703
-395
1224
$713K 0.01%
40,740
+160
1225
$713K 0.01%
21,831
-1,621
47 48
49
50 51