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
2051
$278K ﹤0.01%
11,570
+4,017
2052
$278K ﹤0.01%
7,646
-2,066
2053
$276K ﹤0.01%
6,392
+981
2054
$274K ﹤0.01%
18,504
-12,991
2055
$274K ﹤0.01%
9,856
+1,271
2056
$272K ﹤0.01%
5,307
+1,237
2057
$272K ﹤0.01%
8,285
+1,807
2058
$272K ﹤0.01%
17,339
-5,276
2059
$271K ﹤0.01%
25,474
+5,630
2060
$270K ﹤0.01%
1,407
+248
2061
$270K ﹤0.01%
41,596
-1,039
2062
$269K ﹤0.01%
91,411
-45,158
2063
$269K ﹤0.01%
20,285
+8,855
2064
$269K ﹤0.01%
9,266
+7,196
2065
$267K ﹤0.01%
19,929
+686
2066
$266K ﹤0.01%
7,040
+1,918
2067
$266K ﹤0.01%
14,585
+2,194
2068
$265K ﹤0.01%
23,252
+6,981
2069
$263K ﹤0.01%
15,180
2070
$262K ﹤0.01%
14,049
-655
2071
$262K ﹤0.01%
5,432
+637
2072
$261K ﹤0.01%
8,420
-239
2073
$261K ﹤0.01%
8,963
-2,302
2074
$260K ﹤0.01%
6,619
+913
2075
$260K ﹤0.01%
7,139
+1,195
81 82
83
84 85