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
351
$13.3M 0.06%
135,046
+13,629
352
$13.3M 0.06%
165,111
-21,686
353
$13.2M 0.06%
235,385
+24,307
354
$13.1M 0.06%
3,856,353
+407,955
355
$13M 0.06%
42,249
+3,317
356
$12.8M 0.06%
254,964
+15,616
357
$12.8M 0.06%
311,506
+76,235
358
$12.8M 0.06%
349,937
+26,215
359
$12.7M 0.06%
557,190
+10,785
360
$12.7M 0.06%
188,433
-14,974
361
$12.7M 0.06%
356,122
+8,506
362
$12.6M 0.06%
256,389
+1,454
363
$12.5M 0.06%
717,379
+174,062
364
$12.5M 0.06%
198,178
-17,977
365
$12.5M 0.06%
153,895
+11,756
366
$12.4M 0.06%
331,616
+120,557
367
$12.4M 0.06%
114,324
-22,850
368
$12.3M 0.06%
107,236
-989
369
$12.3M 0.06%
298,506
-7,511
370
$12.2M 0.06%
117,516
-13,231
371
$12.2M 0.06%
142,624
-9,804
372
$12.2M 0.06%
90,448
+10,812
373
$12.1M 0.06%
169,796
+48,351
374
$12.1M 0.06%
70,744
+8,132
375
$12.1M 0.06%
227,593
-1,347
13 14
15
16 17