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
26
$108M 0.52%
1,943,770
+23,525
27
$101M 0.48%
917,714
+54,769
28
$98.9M 0.47%
604,749
+24,539
29
$98.8M 0.47%
942,871
+23,516
30
$97M 0.46%
1,674,612
+175,508
31
$96.4M 0.46%
1,440,186
-30,758
32
$94.8M 0.45%
1,023,077
+31,738
33
$93.7M 0.45%
1,199,768
-360,383
34
$92.9M 0.44%
2,830,895
+42,823
35
$91.9M 0.44%
15,515,400
+441,560
36
$91.7M 0.44%
585,416
+19,727
37
$89.7M 0.43%
229,225
+10,155
38
$89.2M 0.43%
542,010
-156,639
39
$86.8M 0.41%
1,979,542
-162,895
40
$86.6M 0.41%
469,329
+21,376
41
$85.7M 0.41%
1,945,294
-38,014
42
$84.4M 0.4%
611,047
-6,493
43
$82.5M 0.39%
582,359
+29,767
44
$82M 0.39%
1,722,024
+422,594
45
$81.4M 0.39%
393,129
+765
46
$80.4M 0.38%
1,161,941
+22,690
47
$80.3M 0.38%
2,196,321
-96,914
48
$77.9M 0.37%
977,092
+38,414
49
$77.7M 0.37%
318,661
+30,952
50
$74.3M 0.36%
558,861
+2,089
1
2
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