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
1476
$427K ﹤0.01%
12,481
-651
1477
$426K ﹤0.01%
14,126
-40
1478
$425K ﹤0.01%
25,934
+894
1479
$424K ﹤0.01%
39,746
-8,368
1480
$424K ﹤0.01%
9,853
+411
1481
$422K ﹤0.01%
10,559
+119
1482
$420K ﹤0.01%
8,983
+632
1483
$419K ﹤0.01%
74,869
+10,850
1484
$419K ﹤0.01%
9,013
+1,716
1485
$418K ﹤0.01%
2,444
+371
1486
$418K ﹤0.01%
15,453
+1,846
1487
$417K ﹤0.01%
36,900
-955
1488
$416K ﹤0.01%
7,743
-3,729
1489
$416K ﹤0.01%
11,612
+3,320
1490
$415K ﹤0.01%
12,705
+5,419
1491
$415K ﹤0.01%
62,664
+480
1492
$414K ﹤0.01%
25,220
-3,615
1493
$414K ﹤0.01%
15,443
1494
$414K ﹤0.01%
24,517
+1,302
1495
$412K ﹤0.01%
15,496
-302
1496
$412K ﹤0.01%
14,986
+442
1497
$412K ﹤0.01%
13,885
+1,040
1498
$411K ﹤0.01%
32,455
+4,019
1499
$409K ﹤0.01%
11,061
+178
1500
$409K ﹤0.01%
13,968
-16
58 59
60
61 62