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 19.07%
2 Financials 16.76%
3 Healthcare 12.56%
4 Consumer Discretionary 10.05%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$44.2M 0.17%
556,099
+49,239
127
$44.1M 0.17%
281,710
+2,406
128
$43.9M 0.17%
179,003
+15,926
129
$42.9M 0.17%
104,139
+3,666
130
$42.8M 0.17%
563,262
+11,638
131
$42.5M 0.17%
299,317
+749
132
$42M 0.17%
350,689
+41,468
133
$41.9M 0.17%
517,069
+36,359
134
$41.5M 0.16%
208,605
+18,930
135
$41.5M 0.16%
968,288
+29,488
136
$41.4M 0.16%
485,632
-907
137
$41.2M 0.16%
478,454
+34,434
138
$41.1M 0.16%
621,354
+93,026
139
$40.7M 0.16%
781,402
-26,139
140
$40.5M 0.16%
37,364
+588
141
$39.8M 0.16%
160,394
+18,113
142
$38.7M 0.15%
680,929
-79,765
143
$38.5M 0.15%
214,110
-3,552
144
$38.5M 0.15%
422,624
+26,491
145
$38.4M 0.15%
463,611
+30,270
146
$38M 0.15%
286,356
+86,034
147
$37.9M 0.15%
1,026,809
-33,182
148
$37.8M 0.15%
2,921,749
+1,028,658
149
$37.7M 0.15%
1,005,052
+114,179
150
$37.6M 0.15%
510,956
+28,651
4 5
6
7 8