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
1801
$226K ﹤0.01%
5,153
-93
1802
$226K ﹤0.01%
20,473
+1,547
1803
$226K ﹤0.01%
2,854
+78
1804
$224K ﹤0.01%
+4,411
1805
$224K ﹤0.01%
12,007
+51
1806
$223K ﹤0.01%
14,203
+1,281
1807
$223K ﹤0.01%
45,501
+5,461
1808
$223K ﹤0.01%
11,900
+490
1809
$223K ﹤0.01%
+24,813
1810
$223K ﹤0.01%
19,790
+2,591
1811
$222K ﹤0.01%
23,802
-683
1812
$222K ﹤0.01%
9,091
-2,199
1813
$221K ﹤0.01%
3,684
-642
1814
$221K ﹤0.01%
+3,288
1815
$221K ﹤0.01%
5,135
-203
1816
$220K ﹤0.01%
+8,049
1817
$220K ﹤0.01%
5,558
+57
1818
$219K ﹤0.01%
+5,479
1819
$219K ﹤0.01%
5,932
-195
1820
$218K ﹤0.01%
+11,364
1821
$218K ﹤0.01%
3,918
+442
1822
$218K ﹤0.01%
8,915
-3,752
1823
$218K ﹤0.01%
8,160
-225
1824
$217K ﹤0.01%
+14,435
1825
$216K ﹤0.01%
6,871
+576
71 72
73
74 75