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
426
$10.3M 0.05%
78,345
+6,392
427
$10.2M 0.05%
486,153
+11,767
428
$10.2M 0.05%
93,127
+1,914
429
$10.2M 0.05%
135,956
-18,113
430
$10.2M 0.05%
265,755
-22,408
431
$10.2M 0.05%
156,414
+60,655
432
$10.2M 0.05%
154,917
+22,001
433
$10.1M 0.05%
89,666
+42,323
434
$9.98M 0.05%
451,191
+49,500
435
$9.96M 0.05%
196,009
-35,366
436
$9.96M 0.05%
265,151
-21,042
437
$9.93M 0.05%
2,011,558
+180,530
438
$9.92M 0.05%
87,243
-7,605
439
$9.91M 0.05%
17,128
-1,837
440
$9.9M 0.05%
45,448
+2,327
441
$9.86M 0.05%
105,951
-14,807
442
$9.81M 0.05%
128,432
+11,960
443
$9.79M 0.05%
106,790
-3,943
444
$9.78M 0.05%
28,332
+2,045
445
$9.76M 0.05%
341,718
+117,721
446
$9.68M 0.05%
70,432
+2,140
447
$9.67M 0.05%
736,741
+150,472
448
$9.66M 0.05%
320,317
+50,505
449
$9.64M 0.05%
1,200,828
+6,503
450
$9.63M 0.05%
219,008
-6,784
16 17
18
19 20