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
1801
$459K ﹤0.01%
496
+31
1802
$459K ﹤0.01%
4,681
+1,491
1803
$459K ﹤0.01%
7,306
+2,209
1804
$459K ﹤0.01%
30,663
+23,052
1805
$458K ﹤0.01%
23,438
+2,907
1806
$456K ﹤0.01%
856
+723
1807
$456K ﹤0.01%
24,480
+2,202
1808
$455K ﹤0.01%
66,072
+36,724
1809
$453K ﹤0.01%
4,880
-343
1810
$453K ﹤0.01%
1,120
-18
1811
$452K ﹤0.01%
5,764
+281
1812
$452K ﹤0.01%
21,402
-969
1813
$449K ﹤0.01%
39,120
-14,019
1814
$449K ﹤0.01%
23,937
-550
1815
$449K ﹤0.01%
86,956
+10,710
1816
$449K ﹤0.01%
4,734
-1,441
1817
$449K ﹤0.01%
31,103
-7,446
1818
$447K ﹤0.01%
3,322
-74
1819
$446K ﹤0.01%
81,557
-5,508
1820
$446K ﹤0.01%
17,469
+2,295
1821
$445K ﹤0.01%
23,687
-9,518
1822
$445K ﹤0.01%
44,929
+11,300
1823
$445K ﹤0.01%
16,954
-2,310
1824
$443K ﹤0.01%
27,405
-7,919
1825
$443K ﹤0.01%
31,437
-10,798
71 72
73
74 75