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
1426
$469K ﹤0.01%
13,450
-296
1427
$468K ﹤0.01%
16,144
-6,197
1428
$468K ﹤0.01%
53,031
+1,606
1429
$467K ﹤0.01%
15,902
+2,885
1430
$466K ﹤0.01%
12,450
-350
1431
$462K ﹤0.01%
30,639
-2,755
1432
$458K ﹤0.01%
10,796
-632
1433
$458K ﹤0.01%
14,600
+548
1434
$458K ﹤0.01%
8,502
+1,501
1435
$457K ﹤0.01%
47,902
+7,011
1436
$457K ﹤0.01%
46,889
+4,862
1437
$455K ﹤0.01%
13,596
+5,005
1438
$454K ﹤0.01%
7,929
+303
1439
$454K ﹤0.01%
20,583
-487
1440
$453K ﹤0.01%
24,158
-5,220
1441
$453K ﹤0.01%
14,042
-4,211
1442
$453K ﹤0.01%
14,159
+341
1443
$449K ﹤0.01%
10,142
-1,666
1444
$449K ﹤0.01%
49,691
-9,927
1445
$449K ﹤0.01%
48,787
+955
1446
$449K ﹤0.01%
9,758
+224
1447
$448K ﹤0.01%
18,350
-892
1448
$448K ﹤0.01%
7,058
+2,090
1449
$445K ﹤0.01%
9,579
-117
1450
$445K ﹤0.01%
6,158
-175
56 57
58
59 60