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
251
$19.2M 0.09%
196,253
+6,298
252
$19.1M 0.09%
513,943
+164,413
253
$19M 0.09%
113,952
+8,651
254
$19M 0.09%
69,906
+7,152
255
$19M 0.09%
557,321
-33,130
256
$18.8M 0.09%
110,780
+2,203
257
$18.8M 0.09%
424,597
+42,863
258
$18.7M 0.09%
322,532
-21,628
259
$18.7M 0.09%
656,757
+65,671
260
$18.7M 0.09%
133,462
+4,125
261
$18.6M 0.09%
270,344
-10,920
262
$18.5M 0.09%
217,961
+8,596
263
$18.4M 0.09%
228,672
-54,578
264
$18.2M 0.09%
472,557
+39,801
265
$18.2M 0.09%
136,061
-106,343
266
$18M 0.09%
254,988
+24,919
267
$17.9M 0.09%
4,243,150
+773,744
268
$17.9M 0.09%
132,399
-15,671
269
$17.8M 0.09%
499,558
-594
270
$17.8M 0.09%
51,990
+170
271
$17.8M 0.08%
195,240
-5,181
272
$17.7M 0.08%
1,152,919
-109,010
273
$17.3M 0.08%
1,562,827
+160,002
274
$17.2M 0.08%
274,956
+107,589
275
$17.2M 0.08%
599,639
+68,706
9 10
11
12 13