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
2001
$310K ﹤0.01%
10,147
-1,613
2002
$310K ﹤0.01%
10,259
+4,532
2003
$309K ﹤0.01%
8,361
-1,536
2004
$309K ﹤0.01%
4,667
+1
2005
$309K ﹤0.01%
5,864
-1,143
2006
$308K ﹤0.01%
6,742
+175
2007
$308K ﹤0.01%
15,976
+7,325
2008
$308K ﹤0.01%
8,425
-5,461
2009
$307K ﹤0.01%
13,841
+1,191
2010
$306K ﹤0.01%
46,441
-57,204
2011
$306K ﹤0.01%
8,750
2012
$304K ﹤0.01%
5,539
+484
2013
$304K ﹤0.01%
21,574
+2,404
2014
$303K ﹤0.01%
8,168
+196
2015
$303K ﹤0.01%
7,143
+4,565
2016
$303K ﹤0.01%
4,089
-7,078
2017
$302K ﹤0.01%
23,681
-4,274
2018
$302K ﹤0.01%
10,056
+4,183
2019
$301K ﹤0.01%
17,564
-9,835
2020
$301K ﹤0.01%
13,070
+182
2021
$298K ﹤0.01%
4,463
+298
2022
$298K ﹤0.01%
9,078
+4,610
2023
$298K ﹤0.01%
32,820
-1,961
2024
$298K ﹤0.01%
41,059
+28,365
2025
$296K ﹤0.01%
25,997
+9,929
79 80
81
82 83