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
2201
$155K ﹤0.01%
12,429
-197
2202
$155K ﹤0.01%
10,894
-911
2203
$155K ﹤0.01%
13,978
-711
2204
$154K ﹤0.01%
11,800
-1,165
2205
$152K ﹤0.01%
70,169
-13,620
2206
$152K ﹤0.01%
20,499
-2,388
2207
$151K ﹤0.01%
3,726
-646
2208
$149K ﹤0.01%
24,145
+5,366
2209
$148K ﹤0.01%
3,301
+1,248
2210
$145K ﹤0.01%
32,191
-2,556
2211
$143K ﹤0.01%
15,063
+8,541
2212
$142K ﹤0.01%
12,438
-1,195
2213
$142K ﹤0.01%
18,663
+2,579
2214
$138K ﹤0.01%
14,908
+875
2215
$138K ﹤0.01%
27,897
+14,186
2216
$138K ﹤0.01%
14,323
+4,704
2217
$138K ﹤0.01%
27,332
-6,511
2218
$137K ﹤0.01%
28,834
+10,670
2219
$136K ﹤0.01%
23,483
2220
$136K ﹤0.01%
10,287
-71
2221
$133K ﹤0.01%
13,060
-2,160
2222
$132K ﹤0.01%
11,604
-3,717
2223
$131K ﹤0.01%
38,412
-2,975
2224
$125K ﹤0.01%
10,479
-97
2225
$125K ﹤0.01%
11,866
-8,000
87 88
89
90 91