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
1551
$374K ﹤0.01%
8,062
-46
1552
$373K ﹤0.01%
10,194
+287
1553
$373K ﹤0.01%
16,288
-1,935
1554
$372K ﹤0.01%
12,157
-61
1555
$371K ﹤0.01%
5,561
+156
1556
$371K ﹤0.01%
1,473
+741
1557
$370K ﹤0.01%
8,727
+870
1558
$370K ﹤0.01%
2,737
+272
1559
$370K ﹤0.01%
+10,743
1560
$370K ﹤0.01%
11,194
-2,571
1561
$368K ﹤0.01%
6,639
+607
1562
$368K ﹤0.01%
8,995
+1,136
1563
$365K ﹤0.01%
46,612
-1,218
1564
$364K ﹤0.01%
14,915
+4,544
1565
$364K ﹤0.01%
23,286
-1,401
1566
$364K ﹤0.01%
20,267
+2,213
1567
$364K ﹤0.01%
58,476
-14,067
1568
$363K ﹤0.01%
8,704
-406
1569
$363K ﹤0.01%
30,603
+5,248
1570
$363K ﹤0.01%
21,342
-64
1571
$359K ﹤0.01%
25,286
+3,181
1572
$359K ﹤0.01%
8,149
+1,601
1573
$359K ﹤0.01%
6,407
+41
1574
$358K ﹤0.01%
14,236
-82
1575
$358K ﹤0.01%
12,565
-3,811
61 62
63
64 65