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
1626
$325K ﹤0.01%
5,318
+49
1627
$325K ﹤0.01%
7,242
-90
1628
$325K ﹤0.01%
13,905
-1,125
1629
$324K ﹤0.01%
27,238
+1,506
1630
$323K ﹤0.01%
7,256
+507
1631
$322K ﹤0.01%
30,893
-570
1632
$321K ﹤0.01%
8,006
-1,502
1633
$321K ﹤0.01%
6,889
-910
1634
$319K ﹤0.01%
+4,254
1635
$318K ﹤0.01%
11,800
+2,692
1636
$318K ﹤0.01%
11,325
+783
1637
$318K ﹤0.01%
9,891
+12
1638
$317K ﹤0.01%
6,167
-222
1639
$315K ﹤0.01%
8,547
-106
1640
$313K ﹤0.01%
7,866
-2,800
1641
$313K ﹤0.01%
21,098
-223
1642
$312K ﹤0.01%
11,225
+904
1643
$311K ﹤0.01%
7,804
+1,369
1644
$310K ﹤0.01%
34,000
-628
1645
$310K ﹤0.01%
19,418
-14,397
1646
$308K ﹤0.01%
19,046
+498
1647
$307K ﹤0.01%
10,887
-39
1648
$307K ﹤0.01%
33,716
-276
1649
$306K ﹤0.01%
18,668
-5,088
1650
$304K ﹤0.01%
22,080
-4,090
64 65
66
67 68