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
2076
$260K ﹤0.01%
5,233
+561
2077
$259K ﹤0.01%
15,124
+3,520
2078
$259K ﹤0.01%
24,452
+15,038
2079
$259K ﹤0.01%
9,612
-1,048
2080
$259K ﹤0.01%
22,133
+3,247
2081
$258K ﹤0.01%
4,147
-333
2082
$258K ﹤0.01%
6,531
+1,906
2083
$256K ﹤0.01%
33,746
+1,331
2084
$256K ﹤0.01%
9,958
+617
2085
$256K ﹤0.01%
4,626
+644
2086
$255K ﹤0.01%
6,771
+631
2087
$255K ﹤0.01%
13,269
+5,496
2088
$254K ﹤0.01%
16,297
-7,748
2089
$250K ﹤0.01%
17,860
+13,715
2090
$250K ﹤0.01%
3,321
-1,822
2091
$249K ﹤0.01%
6,249
+502
2092
$249K ﹤0.01%
4,053
+373
2093
$248K ﹤0.01%
85,612
+79,535
2094
$248K ﹤0.01%
11,836
+4,036
2095
$248K ﹤0.01%
3,743
+892
2096
$246K ﹤0.01%
45,063
-12,387
2097
$246K ﹤0.01%
26,715
-2,880
2098
$246K ﹤0.01%
21,697
+3,875
2099
$245K ﹤0.01%
2,845
+995
2100
$245K ﹤0.01%
29,485
-6,464
82 83
84
85 86