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
1601
$342K ﹤0.01%
1,630
+55
1602
$341K ﹤0.01%
11,755
-816
1603
$340K ﹤0.01%
3,812
-169
1604
$340K ﹤0.01%
7,105
-314
1605
$338K ﹤0.01%
1,306
-86
1606
$337K ﹤0.01%
32,399
-1,277
1607
$336K ﹤0.01%
7,065
+1,034
1608
$336K ﹤0.01%
49,015
-1,405
1609
$335K ﹤0.01%
12,089
+3,252
1610
$335K ﹤0.01%
14,764
+1,070
1611
$335K ﹤0.01%
13,468
-520
1612
$334K ﹤0.01%
+11,895
1613
$334K ﹤0.01%
13,857
-17
1614
$334K ﹤0.01%
30,682
+12,588
1615
$333K ﹤0.01%
52,568
+8,026
1616
$333K ﹤0.01%
14,151
+806
1617
$333K ﹤0.01%
15,741
+491
1618
$332K ﹤0.01%
8,903
+586
1619
$332K ﹤0.01%
24,456
-12,597
1620
$330K ﹤0.01%
15,567
-295
1621
$329K ﹤0.01%
16,870
+2,674
1622
$329K ﹤0.01%
9,637
-4,032
1623
$329K ﹤0.01%
9,458
-545
1624
$327K ﹤0.01%
32,778
+4,662
1625
$326K ﹤0.01%
5,713
-658
63 64
65
66 67