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
1526
$388K ﹤0.01%
7,607
-821
1527
$388K ﹤0.01%
18,531
+2,665
1528
$387K ﹤0.01%
16,629
-402
1529
$386K ﹤0.01%
6,710
+769
1530
$386K ﹤0.01%
26,070
+198
1531
$385K ﹤0.01%
6,429
+385
1532
$384K ﹤0.01%
7,958
+235
1533
$384K ﹤0.01%
1,800
-54
1534
$383K ﹤0.01%
17,623
-47,540
1535
$383K ﹤0.01%
14,673
+2,980
1536
$383K ﹤0.01%
+15,773
1537
$381K ﹤0.01%
10,385
+3,347
1538
$380K ﹤0.01%
3,186
+993
1539
$379K ﹤0.01%
5,748
-395
1540
$379K ﹤0.01%
28,609
+5,482
1541
$379K ﹤0.01%
32,180
+188
1542
$378K ﹤0.01%
5,293
-1,024
1543
$378K ﹤0.01%
9,068
+1,606
1544
$377K ﹤0.01%
9,723
-113
1545
$377K ﹤0.01%
13,451
-614
1546
$377K ﹤0.01%
+12,432
1547
$377K ﹤0.01%
19,002
+6,391
1548
$376K ﹤0.01%
25,335
-3,591
1549
$375K ﹤0.01%
5,527
-5,669
1550
$375K ﹤0.01%
9,906
+428
60 61
62
63 64