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
1976
$81K ﹤0.01%
4,043
-1,968
1977
$79K ﹤0.01%
20,016
+1,026
1978
$78K ﹤0.01%
3,614
-6,799
1979
$70K ﹤0.01%
12,187
-267
1980
$69K ﹤0.01%
3,808
+77
1981
$69K ﹤0.01%
1,632
-378
1982
$65K ﹤0.01%
+10,053
1983
$60K ﹤0.01%
+11,222
1984
$57K ﹤0.01%
15,097
-7,663
1985
$56K ﹤0.01%
4,741
-1,606
1986
$54K ﹤0.01%
21,724
-585
1987
$53K ﹤0.01%
1,146
-33
1988
$52K ﹤0.01%
14,516
+2,282
1989
$48K ﹤0.01%
+10,000
1990
$46K ﹤0.01%
324
-304
1991
$45K ﹤0.01%
2
1992
$37K ﹤0.01%
+14,214
1993
$36K ﹤0.01%
865
1994
$36K ﹤0.01%
1,060
-19
1995
$33K ﹤0.01%
95
-1
1996
$30K ﹤0.01%
1,315
-103
1997
$29K ﹤0.01%
+5,037
1998
$18K ﹤0.01%
2,435
-104
1999
$16K ﹤0.01%
26,625
2000
$16K ﹤0.01%
+11,224
78 79
80
81 82