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
1926
$364K ﹤0.01%
54,856
+6,814
1927
$364K ﹤0.01%
17,831
+1,294
1928
$364K ﹤0.01%
28,078
+10,187
1929
$364K ﹤0.01%
4,438
+192
1930
$364K ﹤0.01%
42,412
-10,743
1931
$363K ﹤0.01%
21,035
+2,359
1932
$361K ﹤0.01%
10,595
+4,687
1933
$361K ﹤0.01%
8,589
+2,258
1934
$359K ﹤0.01%
11,985
+1,025
1935
$359K ﹤0.01%
8,678
+3,503
1936
$358K ﹤0.01%
11,315
+172
1937
$358K ﹤0.01%
21,018
+11,315
1938
$356K ﹤0.01%
13,803
+4,061
1939
$356K ﹤0.01%
18,470
-10,205
1940
$355K ﹤0.01%
5,137
-255
1941
$355K ﹤0.01%
10,597
-1,181
1942
$353K ﹤0.01%
28,729
+961
1943
$353K ﹤0.01%
155,434
-15,624
1944
$353K ﹤0.01%
24,494
-869
1945
$352K ﹤0.01%
15,134
+1,760
1946
$352K ﹤0.01%
15,012
-7,694
1947
$351K ﹤0.01%
3,949
+94
1948
$351K ﹤0.01%
28,951
+2,165
1949
$351K ﹤0.01%
4,084
+578
1950
$349K ﹤0.01%
6,861
+566
76 77
78
79 80