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
1726
$259K ﹤0.01%
5,309
+287
1727
$259K ﹤0.01%
21,430
-1,191
1728
$258K ﹤0.01%
13,207
-2,735
1729
$256K ﹤0.01%
4,141
+319
1730
$256K ﹤0.01%
4,913
+208
1731
$255K ﹤0.01%
5,337
-737
1732
$255K ﹤0.01%
49,914
+1,646
1733
$255K ﹤0.01%
5,211
+572
1734
$254K ﹤0.01%
6,721
+1,289
1735
$254K ﹤0.01%
11,142
-9,777
1736
$253K ﹤0.01%
17,140
-980
1737
$253K ﹤0.01%
28,477
-11,201
1738
$253K ﹤0.01%
529
+92
1739
$253K ﹤0.01%
+5,926
1740
$252K ﹤0.01%
14,954
+655
1741
$251K ﹤0.01%
8,777
+98
1742
$250K ﹤0.01%
3,763
-691
1743
$249K ﹤0.01%
+16,000
1744
$249K ﹤0.01%
19,846
-362
1745
$248K ﹤0.01%
4,091
-47
1746
$248K ﹤0.01%
8,691
-549
1747
$247K ﹤0.01%
5,750
-513
1748
$246K ﹤0.01%
4,094
-700
1749
$246K ﹤0.01%
+21,558
1750
$246K ﹤0.01%
+5,336
68 69
70
71 72