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
726
$4.24M 0.02%
187,770
+2,436
727
$4.23M 0.02%
49,248
+990
728
$4.22M 0.02%
72,351
+5,056
729
$4.21M 0.02%
145,176
-24,290
730
$4.21M 0.02%
109,200
-46,810
731
$4.2M 0.02%
28,252
-1,621
732
$4.19M 0.02%
52,910
+9,891
733
$4.19M 0.02%
118,752
+42,505
734
$4.13M 0.02%
27,232
-1,190
735
$4.13M 0.02%
56,361
+286
736
$4.11M 0.02%
78,206
-581
737
$4.09M 0.02%
67,895
-22,224
738
$4.08M 0.02%
171,670
-30,417
739
$4.08M 0.02%
89,002
+5,332
740
$4.04M 0.02%
152,132
-23,295
741
$4.04M 0.02%
89,265
-1,006
742
$4.03M 0.02%
87,778
-6,201
743
$4.03M 0.02%
123,817
+10,001
744
$4.03M 0.02%
114,412
+7,041
745
$4.02M 0.02%
33,184
+1,863
746
$4.01M 0.02%
54,092
+776
747
$4.01M 0.02%
95,378
-58,826
748
$4.01M 0.02%
122,985
-17,718
749
$3.99M 0.02%
375,545
-267,566
750
$3.95M 0.02%
14
+4
28 29
30
31 32