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
1301
$590K ﹤0.01%
25,095
+1,308
1302
$589K ﹤0.01%
+31,355
1303
$588K ﹤0.01%
21,499
+1,208
1304
$588K ﹤0.01%
11,735
-2,843
1305
$584K ﹤0.01%
11,562
-4,372
1306
$583K ﹤0.01%
9,805
-104
1307
$583K ﹤0.01%
17,603
-983
1308
$582K ﹤0.01%
138,818
+3,586
1309
$582K ﹤0.01%
16,051
+107
1310
$581K ﹤0.01%
25,277
+5,054
1311
$580K ﹤0.01%
14,536
-1,024
1312
$580K ﹤0.01%
+18,951
1313
$579K ﹤0.01%
+22,234
1314
$578K ﹤0.01%
17,797
-1,167
1315
$578K ﹤0.01%
11,230
-8,042
1316
$578K ﹤0.01%
5,839
+702
1317
$578K ﹤0.01%
18,708
+108
1318
$574K ﹤0.01%
11,362
+480
1319
$573K ﹤0.01%
14,602
-444
1320
$570K ﹤0.01%
28,291
-7,301
1321
$567K ﹤0.01%
8,674
+1,085
1322
$566K ﹤0.01%
8,214
+18
1323
$563K ﹤0.01%
60,539
-41,817
1324
$563K ﹤0.01%
16,125
+6,921
1325
$562K ﹤0.01%
24,666
-2,160
51 52
53
54 55