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
501
$8.2M 0.04%
84,883
+9,249
502
$8.17M 0.04%
115,565
+4,523
503
$8.15M 0.04%
75,918
-8,652
504
$8.09M 0.04%
165,149
+6,954
505
$8.07M 0.04%
574,805
+304,919
506
$8.07M 0.04%
546,552
+51,922
507
$8.04M 0.04%
2,207,820
-486,288
508
$7.97M 0.04%
194,521
-567
509
$7.97M 0.04%
120,869
+3,754
510
$7.94M 0.04%
85,564
+6,742
511
$7.92M 0.04%
789,084
-29,460
512
$7.87M 0.04%
299,618
+16,554
513
$7.79M 0.04%
166,788
+11,765
514
$7.75M 0.04%
216,972
+20,600
515
$7.74M 0.04%
220,060
-16,026
516
$7.74M 0.04%
105,734
-39,967
517
$7.7M 0.04%
120,896
-5,352
518
$7.7M 0.04%
25,677
-3,421
519
$7.66M 0.04%
128,224
-13,984
520
$7.66M 0.04%
599,018
-29,973
521
$7.63M 0.04%
63,387
-19,462
522
$7.59M 0.04%
116,385
+19,955
523
$7.59M 0.04%
365,583
+2,307
524
$7.55M 0.04%
2,542
-92
525
$7.55M 0.04%
172,911
+39,119
19 20
21
22 23