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
1326
$560K ﹤0.01%
8,815
+337
1327
$559K ﹤0.01%
30,366
-2,607
1328
$556K ﹤0.01%
13,803
+38
1329
$554K ﹤0.01%
9,693
+229
1330
$554K ﹤0.01%
16,319
-2,767
1331
$554K ﹤0.01%
13,380
+564
1332
$553K ﹤0.01%
22,163
+2,583
1333
$552K ﹤0.01%
77,466
-7,055
1334
$552K ﹤0.01%
16,519
-4,709
1335
$552K ﹤0.01%
35,473
+4,962
1336
$551K ﹤0.01%
10,599
-6,513
1337
$550K ﹤0.01%
1,710
+64
1338
$549K ﹤0.01%
61,371
+19,532
1339
$548K ﹤0.01%
14,010
+3,514
1340
$546K ﹤0.01%
35,226
+4,777
1341
$546K ﹤0.01%
30,173
-11,183
1342
$545K ﹤0.01%
25,297
+3,524
1343
$544K ﹤0.01%
65,707
-945
1344
$542K ﹤0.01%
37,401
+9,103
1345
$541K ﹤0.01%
27,272
+740
1346
$539K ﹤0.01%
6,985
+949
1347
$538K ﹤0.01%
18,477
-370
1348
$536K ﹤0.01%
20,027
+3,905
1349
$535K ﹤0.01%
6,308
+53
1350
$535K ﹤0.01%
57,248
-5,794
52 53
54
55 56