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 19.07%
2 Financials 16.76%
3 Healthcare 12.56%
4 Consumer Discretionary 10.05%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$49.2M 0.19%
844,382
+68,682
102
$49M 0.19%
130,818
+7,072
103
$48.9M 0.19%
348,826
-3,488
104
$48.1M 0.19%
248,547
+11,794
105
$48M 0.19%
227,171
+16,204
106
$47.8M 0.19%
1,032,474
-83,667
107
$47.6M 0.19%
306,987
+83,333
108
$47.6M 0.19%
503,432
-50,169
109
$47.5M 0.19%
937,159
+157,369
110
$47.5M 0.19%
290,449
+8,943
111
$47.4M 0.19%
1,144,435
-243,200
112
$46.9M 0.19%
397,885
-27,433
113
$46.5M 0.18%
1,302,028
-66,359
114
$46M 0.18%
725,363
-31,562
115
$45.9M 0.18%
368,581
+34,016
116
$45.8M 0.18%
6,689,099
+924,123
117
$45.2M 0.18%
357,548
-26,140
118
$44.9M 0.18%
841,677
+71,636
119
$44.9M 0.18%
361,279
+2,944
120
$44.8M 0.18%
389,906
+13,151
121
$44.8M 0.18%
183,023
+5,205
122
$44.8M 0.18%
1,939,698
-65,676
123
$44.8M 0.18%
565,915
+42,037
124
$44.5M 0.18%
200,568
+978
125
$44.4M 0.18%
1,161,326
-524,858
3 4
5
6 7