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
1951
$349K ﹤0.01%
13,334
-6,177
1952
$348K ﹤0.01%
16,173
-854
1953
$346K ﹤0.01%
44,548
+18,429
1954
$344K ﹤0.01%
9,083
-8,649
1955
$344K ﹤0.01%
7,290
+1,450
1956
$343K ﹤0.01%
4,322
+792
1957
$343K ﹤0.01%
18,998
-1,195
1958
$343K ﹤0.01%
10,675
+2,693
1959
$343K ﹤0.01%
17,637
+6,705
1960
$343K ﹤0.01%
3,555
-236
1961
$341K ﹤0.01%
12,134
-2,196
1962
$341K ﹤0.01%
23,051
-9,431
1963
$338K ﹤0.01%
10,761
-6,156
1964
$338K ﹤0.01%
8,031
-2,836
1965
$337K ﹤0.01%
6,974
-276
1966
$337K ﹤0.01%
7,960
+570
1967
$336K ﹤0.01%
8,338
-5,963
1968
$336K ﹤0.01%
24,254
+3,610
1969
$335K ﹤0.01%
5,916
+1,576
1970
$334K ﹤0.01%
5,032
+186
1971
$334K ﹤0.01%
8,349
+2,474
1972
$334K ﹤0.01%
18,359
+1,987
1973
$333K ﹤0.01%
5,233
-3,417
1974
$333K ﹤0.01%
16,122
-2,811
1975
$332K ﹤0.01%
5,026
+3,832
77 78
79
80 81