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
1951
$123K ﹤0.01%
19,522
-746
1952
$120K ﹤0.01%
3,108
+207
1953
$117K ﹤0.01%
+10,127
1954
$114K ﹤0.01%
14,487
-13,632
1955
$111K ﹤0.01%
27,614
+1,370
1956
$110K ﹤0.01%
10,758
-15,028
1957
$108K ﹤0.01%
12,028
-3,528
1958
$106K ﹤0.01%
+12,252
1959
$106K ﹤0.01%
17,301
-3,377
1960
$106K ﹤0.01%
13,801
-284
1961
$105K ﹤0.01%
16,832
-7,613
1962
$105K ﹤0.01%
+2,549
1963
$105K ﹤0.01%
1,549
-498
1964
$104K ﹤0.01%
21,289
+2,390
1965
$103K ﹤0.01%
11,174
+392
1966
$99K ﹤0.01%
+2,094
1967
$98K ﹤0.01%
16,756
-2,834
1968
$97K ﹤0.01%
26,880
-1,920
1969
$97K ﹤0.01%
+14,948
1970
$92K ﹤0.01%
26,489
+7,947
1971
$92K ﹤0.01%
10,452
-241
1972
$90K ﹤0.01%
+11,932
1973
$86K ﹤0.01%
+11,854
1974
$84K ﹤0.01%
26,689
-10,644
1975
$83K ﹤0.01%
10,711
-6,382
77 78
79
80 81