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
1201
$1.47M 0.01%
29,291
+903
1202
$1.46M 0.01%
59,716
+15,929
1203
$1.46M 0.01%
82,499
-3,896
1204
$1.46M 0.01%
245,166
-314,911
1205
$1.46M 0.01%
28,354
+685
1206
$1.46M 0.01%
14,232
-1,153
1207
$1.46M 0.01%
51,496
-1,436
1208
$1.45M 0.01%
36,222
-15,940
1209
$1.45M 0.01%
41,270
-1,243
1210
$1.45M 0.01%
81,853
+4,189
1211
$1.44M 0.01%
322,504
-150,827
1212
$1.44M 0.01%
33,015
-3,804
1213
$1.44M 0.01%
53,091
-3,277
1214
$1.44M 0.01%
18,130
-4,528
1215
$1.43M 0.01%
11,046
+6,295
1216
$1.42M 0.01%
9,380
+1,476
1217
$1.42M 0.01%
21,282
+3,338
1218
$1.42M 0.01%
14,272
-19
1219
$1.41M 0.01%
26,413
-789
1220
$1.4M 0.01%
40,705
+3,217
1221
$1.4M 0.01%
1,799
-62
1222
$1.4M 0.01%
13,518
-71
1223
$1.4M 0.01%
22,636
-835
1224
$1.39M 0.01%
11,759
-8,238
1225
$1.39M 0.01%
10,499
-151
47 48
49
50 51