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
$20.9B
AUM Growth
+$811M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,330
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$42.3M
3
+$29.9M
4
AMZN icon
Amazon
AMZN
+$23.9M
5
CHL
China Mobile Limited
CHL
+$23.1M

Top Sells

1
+$48.9M
2
+$40.2M
3
+$28.1M
4
MMM icon
3M
MMM
+$25.8M
5
IBM icon
IBM
IBM
+$23M

Sector Composition

1 Technology 17.88%
2 Financials 17.23%
3 Healthcare 12.98%
4 Consumer Discretionary 10.12%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.2M 0.1%
181,860
+33,270
227
$21.2M 0.1%
154,218
+2,380
228
$21.1M 0.1%
125,235
+31,336
229
$21.1M 0.1%
257,615
+4,576
230
$21M 0.1%
354,646
+22,486
231
$21M 0.1%
1,434,629
-27,976
232
$20.9M 0.1%
298,899
+52,038
233
$20.9M 0.1%
416,550
+91,387
234
$20.8M 0.1%
393,086
-12,471
235
$20.7M 0.1%
252,797
+3,542
236
$20.6M 0.1%
281,079
-1,365
237
$20.5M 0.1%
421,666
+14,448
238
$20.5M 0.1%
213,491
+19,036
239
$20.5M 0.1%
941,694
+93,187
240
$20.5M 0.1%
276,031
+11,801
241
$20.2M 0.1%
434,957
-44,763
242
$20.1M 0.1%
142,585
+8,502
243
$20M 0.1%
148,267
+58,735
244
$19.8M 0.09%
317,294
-27,040
245
$19.6M 0.09%
712,629
-27,602
246
$19.6M 0.09%
1,100,040
-68,502
247
$19.5M 0.09%
368,355
-13,079
248
$19.5M 0.09%
248,957
+1,781
249
$19.3M 0.09%
518,705
+73,106
250
$19.2M 0.09%
884,151
+67,533
8 9
10
11 12