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
2101
$243K ﹤0.01%
31,554
+30,579
2102
$242K ﹤0.01%
4,988
-517
2103
$241K ﹤0.01%
7,784
-2,080
2104
$241K ﹤0.01%
2,806
-2,134
2105
$241K ﹤0.01%
20,876
-759
2106
$240K ﹤0.01%
33,020
+1,902
2107
$240K ﹤0.01%
24,256
+14,787
2108
$239K ﹤0.01%
9,059
-3,938
2109
$239K ﹤0.01%
16,668
+328
2110
$239K ﹤0.01%
7,101
+230
2111
$239K ﹤0.01%
26,995
+10,492
2112
$239K ﹤0.01%
63,015
-25,334
2113
$238K ﹤0.01%
4,117
+1,056
2114
$238K ﹤0.01%
4,898
+1,795
2115
$237K ﹤0.01%
5,680
-6,936
2116
$235K ﹤0.01%
12,301
-44,556
2117
$234K ﹤0.01%
4,227
-935
2118
$234K ﹤0.01%
2,052
-375
2119
$234K ﹤0.01%
6,723
+1,029
2120
$234K ﹤0.01%
5,764
+80
2121
$234K ﹤0.01%
24,595
-10,004
2122
$234K ﹤0.01%
72,971
+14,380
2123
$233K ﹤0.01%
26,465
-6,939
2124
$233K ﹤0.01%
6,418
+309
2125
$232K ﹤0.01%
11,865
-1,168
83 84
85
86 87