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
1651
$304K ﹤0.01%
4,055
+102
1652
$303K ﹤0.01%
13,900
+2,073
1653
$303K ﹤0.01%
5,744
+680
1654
$302K ﹤0.01%
6,475
+470
1655
$301K ﹤0.01%
19,410
+5,292
1656
$299K ﹤0.01%
14,518
+1,195
1657
$298K ﹤0.01%
9,543
-364
1658
$298K ﹤0.01%
14,747
-163
1659
$297K ﹤0.01%
7,436
+921
1660
$296K ﹤0.01%
3,497
-1,066
1661
$296K ﹤0.01%
8,651
+303
1662
$296K ﹤0.01%
33,343
+514
1663
$296K ﹤0.01%
17,697
+544
1664
$295K ﹤0.01%
21,862
+1,129
1665
$294K ﹤0.01%
19,207
-2,783
1666
$291K ﹤0.01%
7,658
+83
1667
$291K ﹤0.01%
3,171
+340
1668
$288K ﹤0.01%
13,115
+3,048
1669
$288K ﹤0.01%
11,204
+908
1670
$288K ﹤0.01%
3,567
-55
1671
$287K ﹤0.01%
10,845
-3,832
1672
$287K ﹤0.01%
17,003
-1,847
1673
$287K ﹤0.01%
5,860
+770
1674
$286K ﹤0.01%
6,108
-1,186
1675
$285K ﹤0.01%
10,553
-291
65 66
67
68 69