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
651
$5.22M 0.02%
209,302
+40,350
652
$5.22M 0.02%
67,463
+7,800
653
$5.17M 0.02%
37,892
+1,481
654
$5.15M 0.02%
124,880
+6,220
655
$5.15M 0.02%
53,198
+2,583
656
$5.15M 0.02%
82,739
+29,889
657
$5.14M 0.02%
23,027
+4,132
658
$5.13M 0.02%
68,121
+21,418
659
$5.12M 0.02%
38,928
-25,688
660
$5.11M 0.02%
25,527
+3,543
661
$5.11M 0.02%
119,014
-29,900
662
$5.09M 0.02%
40,566
-2,122
663
$5.07M 0.02%
47,878
+1,675
664
$5.07M 0.02%
1,039,602
+258,598
665
$5.02M 0.02%
81,424
-2,015
666
$5M 0.02%
51,133
-212
667
$4.98M 0.02%
262,560
+193,556
668
$4.95M 0.02%
175,903
-2,543
669
$4.95M 0.02%
211,829
-9,130
670
$4.95M 0.02%
130,342
-7,797
671
$4.94M 0.02%
38,228
-919
672
$4.94M 0.02%
15,349
-128
673
$4.92M 0.02%
39,669
-4,450
674
$4.91M 0.02%
75,356
+15,193
675
$4.9M 0.02%
93,104
-6,569
25 26
27
28 29