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
326
$14.4M 0.07%
812,134
+103,927
327
$14.3M 0.07%
800,018
+126,955
328
$14.3M 0.07%
128,205
-17,513
329
$14.3M 0.07%
249,257
+48,955
330
$14.2M 0.07%
760,565
+233,227
331
$14.2M 0.07%
400,632
+25,496
332
$14.1M 0.07%
774,885
+12,960
333
$14.1M 0.07%
247,990
+89,994
334
$14.1M 0.07%
136,866
+11,517
335
$13.9M 0.07%
238,096
-25,725
336
$13.9M 0.07%
342,359
+13,010
337
$13.9M 0.07%
271,991
+9,990
338
$13.9M 0.07%
320,987
-62,544
339
$13.9M 0.07%
131,798
+56,090
340
$13.9M 0.07%
126,778
+58,564
341
$13.7M 0.07%
203,044
-10,417
342
$13.7M 0.07%
80,490
+2,278
343
$13.7M 0.07%
222,004
+14,690
344
$13.7M 0.07%
335,938
+534
345
$13.7M 0.07%
7,603,283
-1,971,978
346
$13.5M 0.06%
177,614
+8,226
347
$13.5M 0.06%
86,505
-5,124
348
$13.4M 0.06%
101,021
-5,961
349
$13.4M 0.06%
506,707
-108,737
350
$13.4M 0.06%
202,961
+14,422
12 13
14
15 16