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
701
$4.57M 0.02%
142,625
-29,157
702
$4.56M 0.02%
273,649
-13,407
703
$4.53M 0.02%
76,944
-11,836
704
$4.53M 0.02%
45,071
+925
705
$4.52M 0.02%
161,057
-11,480
706
$4.51M 0.02%
30,852
-1,764
707
$4.51M 0.02%
69,155
+2,960
708
$4.5M 0.02%
221,062
-1,179
709
$4.49M 0.02%
53,148
+1,904
710
$4.48M 0.02%
164,589
-8,568
711
$4.46M 0.02%
105,347
+16,892
712
$4.43M 0.02%
92,284
-9,310
713
$4.42M 0.02%
44,529
-460
714
$4.42M 0.02%
103,500
+15,027
715
$4.41M 0.02%
84,690
+2,228
716
$4.39M 0.02%
62,973
+9,207
717
$4.38M 0.02%
81,458
+17,530
718
$4.38M 0.02%
129,571
+2,661
719
$4.36M 0.02%
71,289
+20,815
720
$4.35M 0.02%
113,245
+77,478
721
$4.34M 0.02%
289,892
+2,027
722
$4.33M 0.02%
97,596
+3,223
723
$4.29M 0.02%
80,752
-5,366
724
$4.27M 0.02%
135,881
+18,965
725
$4.24M 0.02%
20,143
+2,724
27 28
29
30 31