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
1776
$236K ﹤0.01%
4,064
+690
1777
$236K ﹤0.01%
9,295
+670
1778
$235K ﹤0.01%
+9,960
1779
$234K ﹤0.01%
9,831
-5,953
1780
$234K ﹤0.01%
8,735
-3,031
1781
$233K ﹤0.01%
5,572
+320
1782
$233K ﹤0.01%
5,097
-2,904
1783
$233K ﹤0.01%
8,290
-1,064
1784
$232K ﹤0.01%
15,667
+122
1785
$232K ﹤0.01%
12,098
-2,254
1786
$231K ﹤0.01%
8,096
-8,311
1787
$230K ﹤0.01%
15,954
-630
1788
$230K ﹤0.01%
3,869
-79
1789
$230K ﹤0.01%
33,634
+593
1790
$230K ﹤0.01%
9,067
-791
1791
$230K ﹤0.01%
20,230
-196
1792
$229K ﹤0.01%
6,456
-100
1793
$229K ﹤0.01%
7,280
+107
1794
$229K ﹤0.01%
7,839
-143
1795
$229K ﹤0.01%
7,678
-126
1796
$229K ﹤0.01%
16,820
+4,753
1797
$229K ﹤0.01%
14,852
-2,592
1798
$227K ﹤0.01%
5,532
-242
1799
$227K ﹤0.01%
6,464
-130
1800
$227K ﹤0.01%
3,653
+231
70 71
72
73 74