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
1226
$712K 0.01%
6,313
+79
1227
$711K 0.01%
79,942
+1,532
1228
$709K 0.01%
14,397
+2,607
1229
$707K 0.01%
23,736
-2,305
1230
$705K 0.01%
12,813
-2,542
1231
$701K 0.01%
5,640
-87
1232
$700K 0.01%
32,282
+1,130
1233
$699K 0.01%
50,524
-11,236
1234
$697K 0.01%
15,987
-290
1235
$692K 0.01%
16,476
+3,304
1236
$690K 0.01%
28,437
+19,523
1237
$689K 0.01%
10,167
+389
1238
$688K 0.01%
12,419
-505
1239
$688K 0.01%
17,114
+125
1240
$687K 0.01%
8,395
+1,166
1241
$685K 0.01%
12,880
-202
1242
$685K 0.01%
42,866
+1,720
1243
$683K 0.01%
11,935
-3,275
1244
$681K 0.01%
135,440
-72,259
1245
$678K 0.01%
9,861
-306
1246
$672K 0.01%
9,606
-416
1247
$668K 0.01%
43,001
+7,376
1248
$668K 0.01%
26,309
-2,793
1249
$665K 0.01%
5,456
+199
1250
$663K 0.01%
40,300
+4,707
48 49
50
51 52