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
1301
$1.2M ﹤0.01%
11,023
-834
1302
$1.2M ﹤0.01%
25,548
-2,938
1303
$1.2M ﹤0.01%
216,357
+155,479
1304
$1.2M ﹤0.01%
32,340
-3,020
1305
$1.2M ﹤0.01%
27,245
+15,337
1306
$1.2M ﹤0.01%
46,476
-36,765
1307
$1.19M ﹤0.01%
58,853
-5,521
1308
$1.19M ﹤0.01%
72,944
+38,738
1309
$1.19M ﹤0.01%
173,098
+49,641
1310
$1.19M ﹤0.01%
16,888
-819
1311
$1.18M ﹤0.01%
33,801
-1,363
1312
$1.18M ﹤0.01%
25,431
+1,430
1313
$1.18M ﹤0.01%
15,656
-646
1314
$1.17M ﹤0.01%
57,916
-2,126
1315
$1.17M ﹤0.01%
40,475
+12,702
1316
$1.17M ﹤0.01%
42,935
+6,868
1317
$1.17M ﹤0.01%
31,845
+10,967
1318
$1.17M ﹤0.01%
91,596
+13,236
1319
$1.16M ﹤0.01%
32,508
-1,330
1320
$1.16M ﹤0.01%
53,291
-1,448
1321
$1.16M ﹤0.01%
30,486
+1,449
1322
$1.15M ﹤0.01%
40,514
-9,782
1323
$1.15M ﹤0.01%
68,860
+35,524
1324
$1.14M ﹤0.01%
2,478
+249
1325
$1.14M ﹤0.01%
25,392
+2,378
51 52
53
54 55