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
626
$5.46M 0.03%
134,613
-60,968
627
$5.45M 0.03%
99,580
+10,726
628
$5.45M 0.03%
452,992
-31,460
629
$5.45M 0.03%
263,697
+28,525
630
$5.43M 0.03%
43,435
-581
631
$5.42M 0.03%
78,178
+3,852
632
$5.42M 0.03%
122,030
+5,862
633
$5.38M 0.03%
78,685
+4,174
634
$5.36M 0.03%
151,970
-5,286
635
$5.36M 0.03%
121,047
+5,528
636
$5.36M 0.03%
417,789
+29,262
637
$5.34M 0.03%
144,432
+3,736
638
$5.32M 0.03%
70,375
+31,792
639
$5.3M 0.03%
246,952
+19,045
640
$5.29M 0.03%
253,725
-4,132
641
$5.29M 0.03%
72,479
-2,730
642
$5.29M 0.03%
28,394
-1,411
643
$5.28M 0.03%
35,782
+1,487
644
$5.28M 0.03%
148,432
-39,602
645
$5.27M 0.03%
86,430
+33,299
646
$5.26M 0.03%
309,697
+13,354
647
$5.26M 0.03%
104,372
-1,629
648
$5.26M 0.03%
104,162
+65,800
649
$5.23M 0.03%
24,119
-1,501
650
$5.23M 0.03%
66,845
+6,964
24 25
26
27 28