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
51
$74M 0.35%
1,283,437
-31,536
52
$73.8M 0.35%
1,715,828
+165,817
53
$68.6M 0.33%
328,426
+18,404
54
$68M 0.32%
285,632
-9,560
55
$67.8M 0.32%
1,525,783
-21,123
56
$66.9M 0.32%
519,247
+23,960
57
$65.5M 0.31%
2,570,485
+345,793
58
$65.2M 0.31%
1,303,765
-18,335
59
$64.8M 0.31%
957,432
-69,145
60
$63.9M 0.31%
819,140
+25,602
61
$63.8M 0.3%
1,045,831
+52,735
62
$62.9M 0.3%
31,045
+1,690
63
$62.6M 0.3%
946,211
+39,977
64
$61.1M 0.29%
1,375,593
+520,734
65
$60.8M 0.29%
1,070,460
-281,518
66
$59.7M 0.29%
808,726
-84,372
67
$58.8M 0.28%
320,650
+29,092
68
$58.8M 0.28%
304,460
+6,353
69
$58.2M 0.28%
436,009
-172,081
70
$58M 0.28%
662,545
+11,672
71
$57.2M 0.27%
450,624
-32,205
72
$56.8M 0.27%
423,112
+7,036
73
$55.6M 0.27%
407,929
+37,872
74
$55.1M 0.26%
699,978
-20,937
75
$52.8M 0.25%
539,156
+25,942
1 2
3
4 5