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
551
$6.98M 0.03%
6,434
+153
552
$6.97M 0.03%
58,027
+5,180
553
$6.97M 0.03%
50,396
-14,364
554
$6.94M 0.03%
293,796
-108,641
555
$6.94M 0.03%
66,982
+17
556
$6.93M 0.03%
32,360
-2,154
557
$6.91M 0.03%
313,344
+4,920
558
$6.9M 0.03%
53,450
+6,070
559
$6.87M 0.03%
485,824
+14,116
560
$6.85M 0.03%
135,485
-30,935
561
$6.84M 0.03%
107,938
-20,845
562
$6.8M 0.03%
2,042,457
+330,879
563
$6.78M 0.03%
1,053,225
+224,405
564
$6.74M 0.03%
28,857
+7,826
565
$6.73M 0.03%
42,004
-1,503
566
$6.7M 0.03%
44,714
+773
567
$6.65M 0.03%
65,324
+21,698
568
$6.63M 0.03%
117,481
+15,318
569
$6.61M 0.03%
119,589
+7,758
570
$6.58M 0.03%
175,979
-4,807
571
$6.57M 0.03%
228,358
+12,184
572
$6.54M 0.03%
155,928
+61,968
573
$6.54M 0.03%
191,034
+42,294
574
$6.54M 0.03%
107,437
-9,326
575
$6.51M 0.03%
136,593
+2,713
21 22
23
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