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
$12.8B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.2M
3
+$15.6M
4
AWK icon
American Water Works
AWK
+$15M
5
XOM icon
Exxon Mobil
XOM
+$14.9M

Top Sells

1
+$21.6M
2
+$12.3M
3
+$11.1M
4
SNDK
SANDISK CORP
SNDK
+$7.05M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$6.87M

Sector Composition

1 Financials 16.06%
2 Healthcare 14.21%
3 Technology 14.15%
4 Consumer Staples 9.51%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15.1M 0.12%
118,473
+3,356
202
$15M 0.12%
1,417,192
+61,809
203
$15M 0.12%
399,650
+35,791
204
$14.8M 0.12%
562,975
+77,576
205
$14.7M 0.12%
124,209
+12,272
206
$14.7M 0.11%
2,562,499
+492,351
207
$14.6M 0.11%
150,888
+29,312
208
$14.6M 0.11%
467,379
+15,031
209
$14.4M 0.11%
265,228
+21,046
210
$14.3M 0.11%
127,601
+7,822
211
$14.3M 0.11%
131,210
+17,237
212
$14.2M 0.11%
266,018
+23,566
213
$14.1M 0.11%
755,929
-24,689
214
$14.1M 0.11%
3,758,741
+623,205
215
$14M 0.11%
406,569
+74,550
216
$13.9M 0.11%
236,004
+3,440
217
$13.8M 0.11%
217,972
+4,558
218
$13.8M 0.11%
286,843
+63,288
219
$13.8M 0.11%
375,978
+14,698
220
$13.8M 0.11%
215,674
+23,456
221
$13.8M 0.11%
401,041
+44,667
222
$13.7M 0.11%
1,499,940
+10,060
223
$13.7M 0.11%
1,092,756
+303,494
224
$13.5M 0.11%
868,810
+149,440
225
$13.5M 0.11%
118,926
+44,356
7 8
9
10 11