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
1926
$152K ﹤0.01%
10,079
-1,128
1927
$152K ﹤0.01%
4,485
-230
1928
$152K ﹤0.01%
+10,264
1929
$150K ﹤0.01%
15,583
+1,420
1930
$150K ﹤0.01%
11,493
+1,125
1931
$148K ﹤0.01%
10,580
-447
1932
$148K ﹤0.01%
+11,043
1933
$147K ﹤0.01%
25,147
-1,869
1934
$146K ﹤0.01%
13,147
-1,944
1935
$145K ﹤0.01%
15,784
+479
1936
$145K ﹤0.01%
14,631
+1,784
1937
$142K ﹤0.01%
3,073
+1,034
1938
$141K ﹤0.01%
+26,433
1939
$139K ﹤0.01%
11,388
+198
1940
$139K ﹤0.01%
10,948
1941
$133K ﹤0.01%
11,712
-77
1942
$133K ﹤0.01%
7,774
-49
1943
$130K ﹤0.01%
11,524
-21
1944
$130K ﹤0.01%
22,425
-6,180
1945
$129K ﹤0.01%
89,029
+19,580
1946
$129K ﹤0.01%
518
-30
1947
$128K ﹤0.01%
5,673
+1,139
1948
$126K ﹤0.01%
22,204
+4,751
1949
$125K ﹤0.01%
23,818
+5,148
1950
$123K ﹤0.01%
11,667
-3,220
76 77
78
79 80