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
1701
$271K ﹤0.01%
11,351
+782
1702
$271K ﹤0.01%
17,135
+176
1703
$270K ﹤0.01%
7,280
+73
1704
$269K ﹤0.01%
6,093
-402
1705
$269K ﹤0.01%
8,668
-190
1706
$268K ﹤0.01%
+33,241
1707
$268K ﹤0.01%
3,694
+123
1708
$268K ﹤0.01%
+9,421
1709
$267K ﹤0.01%
8,281
-1,432
1710
$267K ﹤0.01%
+6,315
1711
$267K ﹤0.01%
10,949
-450
1712
$266K ﹤0.01%
26,919
+2,284
1713
$265K ﹤0.01%
20,016
+457
1714
$265K ﹤0.01%
4,344
-106
1715
$265K ﹤0.01%
+12,079
1716
$264K ﹤0.01%
+10,682
1717
$264K ﹤0.01%
10,266
-1,374
1718
$263K ﹤0.01%
10,011
-2,953
1719
$263K ﹤0.01%
9,330
-836
1720
$262K ﹤0.01%
6,474
-1,072
1721
$260K ﹤0.01%
18,966
-365
1722
$260K ﹤0.01%
7,843
-1,043
1723
$260K ﹤0.01%
14,809
+2,750
1724
$260K ﹤0.01%
12,844
-204
1725
$259K ﹤0.01%
18,211
-833
67 68
69
70 71