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
376
$12.1M 0.06%
70,065
+2,377
377
$12.1M 0.06%
398,011
-17,341
378
$12M 0.06%
221,289
-4,297
379
$11.9M 0.06%
431,125
+75,259
380
$11.9M 0.06%
827,704
-13,679
381
$11.8M 0.06%
80,485
+5,093
382
$11.8M 0.06%
209,157
+11,294
383
$11.8M 0.06%
320,504
-12,714
384
$11.7M 0.06%
442,590
+357,326
385
$11.6M 0.06%
204,036
+39,910
386
$11.6M 0.06%
655,347
+34,736
387
$11.6M 0.06%
403,718
+16,344
388
$11.5M 0.06%
265,023
+36,766
389
$11.4M 0.05%
+203,701
390
$11.4M 0.05%
145,090
+13,231
391
$11.4M 0.05%
659,123
-860
392
$11.4M 0.05%
418,859
+70,677
393
$11.4M 0.05%
261,566
+29,907
394
$11.3M 0.05%
178,986
+37,239
395
$11.3M 0.05%
1,181,225
-72,627
396
$11.1M 0.05%
111,519
+10,211
397
$11.1M 0.05%
79,999
+20,674
398
$11M 0.05%
231,028
-6,799
399
$11M 0.05%
161,490
+9,295
400
$11M 0.05%
88,435
+16,513
14 15
16
17 18