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
401
$11M 0.05%
139,509
+17,313
402
$10.9M 0.05%
270,548
-73,432
403
$10.9M 0.05%
330,836
+36,008
404
$10.8M 0.05%
70,147
+5,947
405
$10.8M 0.05%
65,069
+13,881
406
$10.8M 0.05%
322,368
+16,736
407
$10.8M 0.05%
294,060
+2,940
408
$10.7M 0.05%
440,780
-221,848
409
$10.7M 0.05%
146,198
+6,290
410
$10.6M 0.05%
2,220,976
-103,809
411
$10.6M 0.05%
137,899
-28,317
412
$10.6M 0.05%
124,172
-12,179
413
$10.6M 0.05%
42,985
-1,095
414
$10.6M 0.05%
232,194
+9,070
415
$10.5M 0.05%
443,010
-8,132
416
$10.5M 0.05%
198,436
-4,620
417
$10.5M 0.05%
251,331
+116,035
418
$10.5M 0.05%
406,295
+88,496
419
$10.4M 0.05%
60,677
+6,536
420
$10.4M 0.05%
1,812,448
+173,438
421
$10.3M 0.05%
184,756
+18,721
422
$10.3M 0.05%
96,143
+2,977
423
$10.3M 0.05%
1,171,132
+59,937
424
$10.3M 0.05%
116,618
-6,855
425
$10.3M 0.05%
2,235,530
+307,273
15 16
17
18 19