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
476
$8.89M 0.04%
162,161
-107,948
477
$8.83M 0.04%
128,856
+12,085
478
$8.82M 0.04%
21,567
+1,566
479
$8.79M 0.04%
249,739
-5,724
480
$8.77M 0.04%
87,810
+2,358
481
$8.76M 0.04%
169,746
+61,235
482
$8.66M 0.04%
267,324
+5,052
483
$8.64M 0.04%
1,665,895
+161,837
484
$8.64M 0.04%
119,693
-1,597
485
$8.58M 0.04%
100,986
+11,868
486
$8.57M 0.04%
220,012
-14,896
487
$8.52M 0.04%
96,045
+22,189
488
$8.52M 0.04%
427,408
+26,626
489
$8.46M 0.04%
275,747
-6,009
490
$8.45M 0.04%
163,422
+10,521
491
$8.44M 0.04%
133,538
-28,269
492
$8.42M 0.04%
143,696
-83,588
493
$8.42M 0.04%
91,220
+9,657
494
$8.41M 0.04%
75,702
+1,257
495
$8.39M 0.04%
176,709
+5,335
496
$8.37M 0.04%
136,857
+4,282
497
$8.37M 0.04%
250,608
+23,253
498
$8.36M 0.04%
577,775
+144,525
499
$8.35M 0.04%
182,183
-29,444
500
$8.31M 0.04%
81,071
+5,162
18 19
20
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