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
1451
$444K ﹤0.01%
9,740
-142
1452
$444K ﹤0.01%
50,152
-1,444
1453
$444K ﹤0.01%
9,273
+2,847
1454
$442K ﹤0.01%
22,667
+317
1455
$442K ﹤0.01%
8,161
+1,400
1456
$441K ﹤0.01%
22,259
+409
1457
$441K ﹤0.01%
9,693
+710
1458
$439K ﹤0.01%
9,596
+131
1459
$439K ﹤0.01%
39,108
-2,504
1460
$438K ﹤0.01%
23,100
+11,288
1461
$438K ﹤0.01%
21,214
-1,156
1462
$438K ﹤0.01%
94,042
+17,112
1463
$438K ﹤0.01%
30,178
+1,736
1464
$436K ﹤0.01%
20,935
+5,832
1465
$436K ﹤0.01%
36,928
+19,339
1466
$434K ﹤0.01%
11,570
-257
1467
$434K ﹤0.01%
147,702
+31,846
1468
$432K ﹤0.01%
7,150
-109
1469
$432K ﹤0.01%
1,699
-114
1470
$432K ﹤0.01%
5,440
+185
1471
$428K ﹤0.01%
4,305
+566
1472
$428K ﹤0.01%
6,609
+1,679
1473
$428K ﹤0.01%
17,744
+4,448
1474
$428K ﹤0.01%
6,496
+357
1475
$428K ﹤0.01%
21,082
+3,961
57 58
59
60 61