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
601
$6.04M 0.03%
509,036
+85,055
602
$6.02M 0.03%
101,066
+7,215
603
$6.01M 0.03%
220,711
+17,827
604
$5.95M 0.03%
64,852
+156
605
$5.91M 0.03%
119,414
+19,956
606
$5.9M 0.03%
192,162
+12,704
607
$5.82M 0.03%
101,709
+32,346
608
$5.81M 0.03%
20,130
+1,686
609
$5.78M 0.03%
69,312
+11,357
610
$5.75M 0.03%
627,424
+29,540
611
$5.75M 0.03%
56,271
-4,391
612
$5.74M 0.03%
60,979
+7,756
613
$5.72M 0.03%
204,348
-1,569
614
$5.69M 0.03%
149,801
-3,936
615
$5.68M 0.03%
52,779
+9,116
616
$5.65M 0.03%
157,292
+148
617
$5.65M 0.03%
29,361
-591
618
$5.63M 0.03%
55,784
+6,169
619
$5.59M 0.03%
106,516
+8,365
620
$5.59M 0.03%
678,428
-215,842
621
$5.57M 0.03%
55,368
-1,452
622
$5.57M 0.03%
194,737
+5,780
623
$5.55M 0.03%
91,981
+663
624
$5.51M 0.03%
120,628
+535
625
$5.47M 0.03%
18,956
-171
23 24
25
26 27