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
676
$4.88M 0.02%
8,320
+5,702
677
$4.85M 0.02%
18,865
-2,019
678
$4.85M 0.02%
227,569
+68,303
679
$4.84M 0.02%
64,751
+730
680
$4.83M 0.02%
43,357
+6,959
681
$4.81M 0.02%
51,021
+3,108
682
$4.79M 0.02%
91,913
+12,455
683
$4.77M 0.02%
47,797
+1,983
684
$4.76M 0.02%
83,625
-4,365
685
$4.76M 0.02%
97,519
-36,730
686
$4.75M 0.02%
45,640
-23,204
687
$4.71M 0.02%
72,401
-2,015
688
$4.7M 0.02%
171,506
+6,646
689
$4.69M 0.02%
201,670
+7,504
690
$4.67M 0.02%
57,808
+11,239
691
$4.65M 0.02%
237,972
-4,425
692
$4.65M 0.02%
96,680
+1,152
693
$4.63M 0.02%
197,412
-7,503
694
$4.61M 0.02%
35,962
+3,891
695
$4.61M 0.02%
353,942
+5,291
696
$4.61M 0.02%
29,504
-594
697
$4.61M 0.02%
+78,298
698
$4.61M 0.02%
286,224
+108,016
699
$4.6M 0.02%
272,188
-8,151
700
$4.58M 0.02%
55,772
+13,409
26 27
28
29 30