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
301
$15.7M 0.08%
236,244
-36,363
302
$15.7M 0.07%
289,421
+61,501
303
$15.6M 0.07%
315,241
-4,448
304
$15.6M 0.07%
173,683
+25,398
305
$15.5M 0.07%
2,218,838
+92,597
306
$15.4M 0.07%
225,572
+15,961
307
$15.3M 0.07%
80,756
+7,034
308
$15.3M 0.07%
169,563
-2,469
309
$15.3M 0.07%
418,635
+44,018
310
$15.1M 0.07%
35,226
-584
311
$15M 0.07%
309,480
+20,460
312
$15M 0.07%
77,395
-17,115
313
$15M 0.07%
144,197
+7,203
314
$14.8M 0.07%
127,858
+10,632
315
$14.8M 0.07%
229,237
-37,945
316
$14.8M 0.07%
323,330
-34,498
317
$14.8M 0.07%
16,282
+5,163
318
$14.8M 0.07%
140,797
-12,810
319
$14.8M 0.07%
201,860
-9,040
320
$14.7M 0.07%
60,382
+4,191
321
$14.6M 0.07%
671,472
+8,268
322
$14.6M 0.07%
144,916
-55,586
323
$14.6M 0.07%
286,271
-9,626
324
$14.6M 0.07%
571,944
+16,659
325
$14.4M 0.07%
553,378
-217,324
11 12
13
14 15