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
$25.3B
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,083
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.7M
3
+$22.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.8M
5
BIIB icon
Biogen
BIIB
+$19.7M

Top Sells

1
+$31.8M
2
+$22.2M
3
+$20.1M
4
APC
Anadarko Petroleum
APC
+$19.9M
5
CAJ
Canon, Inc.
CAJ
+$15.8M

Sector Composition

1 Technology 19.07%
2 Financials 16.76%
3 Healthcare 12.56%
4 Consumer Discretionary 10.05%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37.4M 0.15%
387,940
+111,193
152
$37.4M 0.15%
1,871,614
+202,299
153
$37.3M 0.15%
83,675
-1,346
154
$37M 0.15%
326,051
+14,361
155
$36.8M 0.15%
442,184
+25,977
156
$36.6M 0.14%
199,641
-1,956
157
$36.2M 0.14%
695,310
-113,007
158
$36M 0.14%
400,658
-88,141
159
$36M 0.14%
213,132
+10,882
160
$35.8M 0.14%
579,582
+54,165
161
$35.6M 0.14%
814,194
+135,633
162
$35.6M 0.14%
624,642
+12,698
163
$35.4M 0.14%
222,686
+3,334
164
$35.3M 0.14%
99,096
+2,438
165
$35.3M 0.14%
826,148
-49,289
166
$35.2M 0.14%
853,108
+67,990
167
$34.9M 0.14%
739,678
+176,302
168
$34.8M 0.14%
204,490
+14,554
169
$34.7M 0.14%
473,313
+47,079
170
$34.7M 0.14%
912,900
-110,074
171
$34.6M 0.14%
135,423
+15,708
172
$34.5M 0.14%
775,125
-171,467
173
$33.9M 0.13%
678,980
+5,504
174
$33.7M 0.13%
801,188
-19,752
175
$33.7M 0.13%
325,106
+44,842
5 6
7
8 9