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
1976
$332K ﹤0.01%
26,931
-5,964
1977
$331K ﹤0.01%
8,900
-769
1978
$331K ﹤0.01%
100,177
+35,255
1979
$330K ﹤0.01%
8,260
-515
1980
$327K ﹤0.01%
9,206
-6,084
1981
$327K ﹤0.01%
17,873
-1,341
1982
$326K ﹤0.01%
32,023
-3,418
1983
$326K ﹤0.01%
55,956
+1,139
1984
$324K ﹤0.01%
9,997
-1,000
1985
$322K ﹤0.01%
22,766
+9,142
1986
$322K ﹤0.01%
32,295
-3,711
1987
$322K ﹤0.01%
19,987
+913
1988
$322K ﹤0.01%
24,220
+4,639
1989
$322K ﹤0.01%
14,865
-3,080
1990
$322K ﹤0.01%
13,406
-768
1991
$321K ﹤0.01%
21,794
-967
1992
$320K ﹤0.01%
9,766
-4,798
1993
$319K ﹤0.01%
31,786
+27,675
1994
$318K ﹤0.01%
3,896
-918
1995
$318K ﹤0.01%
20,354
+1,953
1996
$318K ﹤0.01%
20,341
-3,117
1997
$315K ﹤0.01%
24,196
+602
1998
$313K ﹤0.01%
51,646
+39,604
1999
$312K ﹤0.01%
11,722
+9,052
2000
$311K ﹤0.01%
27,753
-1,693
78 79
80
81 82