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
576
$6.49M 0.03%
477,212
-36,019
577
$6.48M 0.03%
90,233
+11,316
578
$6.47M 0.03%
843,802
-36,109
579
$6.46M 0.03%
71,717
-50
580
$6.43M 0.03%
102,836
+3,305
581
$6.38M 0.03%
87,780
+10,700
582
$6.34M 0.03%
107,502
+174
583
$6.3M 0.03%
119,618
+4,323
584
$6.29M 0.03%
60,685
-8,683
585
$6.25M 0.03%
22,164
+749
586
$6.25M 0.03%
136,778
-23,619
587
$6.19M 0.03%
45,594
+2,672
588
$6.16M 0.03%
234,546
+6,704
589
$6.14M 0.03%
33,032
+1,279
590
$6.14M 0.03%
838,137
+112,908
591
$6.14M 0.03%
123,597
+11,847
592
$6.13M 0.03%
528,121
+58,290
593
$6.12M 0.03%
84,012
+3,588
594
$6.12M 0.03%
307,169
-89,126
595
$6.09M 0.03%
115,641
-10,392
596
$6.08M 0.03%
103,697
-14,413
597
$6.07M 0.03%
131,853
+4,632
598
$6.07M 0.03%
317,855
+80,489
599
$6.06M 0.03%
297,660
-126,627
600
$6.05M 0.03%
137,654
+28,087
22 23
24
25 26