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
126
$23.4M 0.18%
348,101
+82,437
127
$23.4M 0.18%
360,475
+21,904
128
$23.3M 0.18%
1,056,649
-64,388
129
$23.3M 0.18%
2,605,408
+234,380
130
$23.2M 0.18%
10,020,336
+2,140,752
131
$23.1M 0.18%
139,758
-10,775
132
$23.1M 0.18%
125,492
+56,905
133
$23.1M 0.18%
230,336
+9,990
134
$22.8M 0.18%
454,484
+17,510
135
$22.7M 0.18%
484,059
+21,571
136
$22.6M 0.18%
322,307
+18,040
137
$22.5M 0.18%
171,058
+2,421
138
$22.4M 0.18%
253,330
+2,844
139
$22.2M 0.17%
86,732
-9,319
140
$21.8M 0.17%
191,461
+912
141
$21.7M 0.17%
143,284
+18,121
142
$21.6M 0.17%
89,363
+2,152
143
$21.6M 0.17%
444,169
+66,129
144
$21.5M 0.17%
62,889
+2,438
145
$21.4M 0.17%
114,543
+11,184
146
$21.3M 0.17%
268,056
+30,845
147
$21.1M 0.16%
536,615
-63,580
148
$21M 0.16%
219,124
+11,430
149
$20.6M 0.16%
406,793
+12,296
150
$20.2M 0.16%
779,802
-107,040
4 5
6
7 8