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 19.05%
2 Financials 16.76%
3 Healthcare 12.56%
4 Consumer Discretionary 10.05%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$533K ﹤0.01%
52,127
+14,573
1727
$532K ﹤0.01%
14,547
-1,826
1728
$532K ﹤0.01%
45,684
-10,150
1729
$531K ﹤0.01%
7,403
-548
1730
$531K ﹤0.01%
12,853
+199
1731
$526K ﹤0.01%
14,488
-3,046
1732
$525K ﹤0.01%
8,436
-1,024
1733
$524K ﹤0.01%
49,295
+25,806
1734
$523K ﹤0.01%
13,939
-2,281
1735
$522K ﹤0.01%
84,011
-11,005
1736
$522K ﹤0.01%
18,370
+237
1737
$522K ﹤0.01%
15,674
+1,056
1738
$522K ﹤0.01%
39,242
-14,176
1739
$521K ﹤0.01%
1,848
+318
1740
$520K ﹤0.01%
9,939
+317
1741
$518K ﹤0.01%
46,376
-6,778
1742
$516K ﹤0.01%
17,626
+189
1743
$515K ﹤0.01%
33,873
-2,190
1744
$514K ﹤0.01%
20,626
+4,110
1745
$513K ﹤0.01%
68,909
+32,112
1746
$511K ﹤0.01%
17,122
-157
1747
$511K ﹤0.01%
21,746
+919
1748
$509K ﹤0.01%
11,570
-536
1749
$509K ﹤0.01%
4,464
+798
1750
$508K ﹤0.01%
2,167
+76
68 69
70
71 72