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
1851
$204K ﹤0.01%
3,435
-19
1852
$204K ﹤0.01%
9,523
+84
1853
$204K ﹤0.01%
+6,276
1854
$203K ﹤0.01%
38
+6
1855
$203K ﹤0.01%
+4,409
1856
$203K ﹤0.01%
+6,714
1857
$203K ﹤0.01%
24,299
+1,088
1858
$202K ﹤0.01%
81,220
+2,220
1859
$202K ﹤0.01%
6,199
-6,302
1860
$202K ﹤0.01%
12,733
+1,760
1861
$201K ﹤0.01%
7,155
-512
1862
$201K ﹤0.01%
22,040
+44
1863
$201K ﹤0.01%
6,273
+181
1864
$201K ﹤0.01%
+4,138
1865
$200K ﹤0.01%
+5,758
1866
$200K ﹤0.01%
25,598
-18,079
1867
$199K ﹤0.01%
17,434
+5,136
1868
$196K ﹤0.01%
7,091
-4,257
1869
$195K ﹤0.01%
15,880
+1,648
1870
$195K ﹤0.01%
29,218
+16,915
1871
$194K ﹤0.01%
14,069
+606
1872
$194K ﹤0.01%
12,584
+5
1873
$192K ﹤0.01%
27,301
+1,826
1874
$191K ﹤0.01%
15,552
-13,180
1875
$191K ﹤0.01%
10,497
-268
73 74
75
76 77