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
276
$17.2M 0.08%
131,788
+971
277
$17.1M 0.08%
126,934
-3,714
278
$17.1M 0.08%
159,875
-8,303
279
$17.1M 0.08%
130,264
+7,203
280
$17.1M 0.08%
158,305
-71,671
281
$17.1M 0.08%
249,538
-9,710
282
$17M 0.08%
221,411
+18,494
283
$17M 0.08%
1,139,411
-67,785
284
$16.9M 0.08%
585,693
+90,541
285
$16.9M 0.08%
1,275,259
-136,513
286
$16.7M 0.08%
270,340
-18,658
287
$16.7M 0.08%
223,510
+12,136
288
$16.6M 0.08%
962,150
+15,290
289
$16.6M 0.08%
362,420
+107,626
290
$16.6M 0.08%
24,704
-709
291
$16.5M 0.08%
123,804
-9,799
292
$16.4M 0.08%
435,251
+23,007
293
$16.4M 0.08%
1,142,804
-41,135
294
$16.3M 0.08%
181,910
+3,684
295
$16.3M 0.08%
95,285
+2,264
296
$16.2M 0.08%
827,249
+40,794
297
$16M 0.08%
376,934
-82,634
298
$16M 0.08%
276,168
-15,886
299
$15.9M 0.08%
525,860
-50,692
300
$15.9M 0.08%
424,494
+16,149
10 11
12
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