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
526
$7.54M 0.04%
103,055
-30,660
527
$7.52M 0.04%
261,360
+30,113
528
$7.51M 0.04%
63,235
-6,018
529
$7.5M 0.04%
125,085
+67,558
530
$7.49M 0.04%
67,209
+25,836
531
$7.48M 0.04%
363,994
+20,101
532
$7.47M 0.04%
159,832
+45,874
533
$7.46M 0.04%
42,850
-1,324
534
$7.46M 0.04%
31,186
+2,203
535
$7.45M 0.04%
157,564
-3,278
536
$7.39M 0.04%
192,728
+8,333
537
$7.34M 0.04%
115,150
+159
538
$7.34M 0.04%
55,740
+2,736
539
$7.33M 0.04%
70,874
-1,567
540
$7.33M 0.04%
139,313
-6,952
541
$7.32M 0.04%
1,704,907
-373,607
542
$7.24M 0.03%
311,233
+59,820
543
$7.17M 0.03%
83,326
+1,349
544
$7.14M 0.03%
151,846
+2,145
545
$7.1M 0.03%
76,937
+11,185
546
$7.1M 0.03%
275,199
-6,539
547
$7.09M 0.03%
153,332
+5,184
548
$7.05M 0.03%
1,022,695
-592,428
549
$7.05M 0.03%
42,118
+1,559
550
$7.03M 0.03%
327,141
+14,333
20 21
22
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