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
451
$9.59M 0.05%
131,541
+1,520
452
$9.53M 0.05%
136,660
-1,201
453
$9.48M 0.05%
141,725
+14,225
454
$9.45M 0.05%
310,638
+13,137
455
$9.41M 0.05%
144,156
+9,228
456
$9.35M 0.04%
232,822
-2,244
457
$9.33M 0.04%
64,548
-5,876
458
$9.28M 0.04%
229,101
-141,025
459
$9.27M 0.04%
110,764
-7,701
460
$9.22M 0.04%
254,968
+80,424
461
$9.2M 0.04%
350,436
+1,000
462
$9.11M 0.04%
26,389
+1,049
463
$9.09M 0.04%
505,695
+46,938
464
$9.08M 0.04%
210,175
-13,562
465
$9.05M 0.04%
591,765
-101,435
466
$9.04M 0.04%
244,348
+7,911
467
$9.03M 0.04%
95,428
-4,744
468
$9.02M 0.04%
541,250
-3,388
469
$8.97M 0.04%
149,973
-18,458
470
$8.96M 0.04%
230,213
-10,512
471
$8.94M 0.04%
245,791
-29,389
472
$8.94M 0.04%
247,482
-64,107
473
$8.92M 0.04%
427,548
+7,818
474
$8.91M 0.04%
53,943
-2,195
475
$8.91M 0.04%
366,220
+74,131
17 18
19
20 21