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
1901
$172K ﹤0.01%
13,852
+3,528
1902
$171K ﹤0.01%
7,822
-447
1903
$171K ﹤0.01%
1,524
+28
1904
$171K ﹤0.01%
23,170
-6,678
1905
$171K ﹤0.01%
10,083
-3,102
1906
$169K ﹤0.01%
+11,662
1907
$169K ﹤0.01%
17,518
+234
1908
$168K ﹤0.01%
90,140
+31,313
1909
$165K ﹤0.01%
14,859
-2,806
1910
$164K ﹤0.01%
27,581
-5,149
1911
$164K ﹤0.01%
19,741
+4,368
1912
$162K ﹤0.01%
40,085
+5,160
1913
$161K ﹤0.01%
12,020
+772
1914
$158K ﹤0.01%
+12,111
1915
$157K ﹤0.01%
1,016
-265
1916
$156K ﹤0.01%
+10,346
1917
$156K ﹤0.01%
13,394
+1,735
1918
$155K ﹤0.01%
12,853
-1,078
1919
$155K ﹤0.01%
34,193
-1,248
1920
$155K ﹤0.01%
23,262
-3,053
1921
$155K ﹤0.01%
23,919
+4,760
1922
$153K ﹤0.01%
13,562
-3,336
1923
$153K ﹤0.01%
1,056
+194
1924
$153K ﹤0.01%
72,437
+10,517
1925
$153K ﹤0.01%
+14,167
75 76
77
78 79