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
176
$17.1M 0.13%
133,455
-4,086
177
$17.1M 0.13%
3,851,415
+796,995
178
$16.9M 0.13%
461,895
+17,725
179
$16.8M 0.13%
646,625
+68,239
180
$16.7M 0.13%
238,290
+21,908
181
$16.6M 0.13%
837,926
+91,412
182
$16.5M 0.13%
466,098
+69,248
183
$16.5M 0.13%
277,885
+15,737
184
$16.5M 0.13%
650,792
+283,837
185
$16.5M 0.13%
2,142,660
+1,135,576
186
$16.4M 0.13%
274,419
+11,875
187
$16.3M 0.13%
316,256
+23,176
188
$16.2M 0.13%
70,793
+49,920
189
$16M 0.13%
345,199
+48,153
190
$16M 0.12%
163,176
+51,093
191
$15.9M 0.12%
142,182
+16,465
192
$15.9M 0.12%
800,559
+435,353
193
$15.7M 0.12%
188,149
+6,208
194
$15.6M 0.12%
200,570
+16,576
195
$15.6M 0.12%
357,792
+39,657
196
$15.4M 0.12%
232,122
+22,168
197
$15.3M 0.12%
146,450
+2,702
198
$15.3M 0.12%
415,547
-2,534
199
$15.3M 0.12%
147,517
+11,760
200
$15.2M 0.12%
255,240
+18,013
6 7
8
9 10