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
751
$3.94M 0.02%
198,440
+7,158
752
$3.93M 0.02%
163,828
-79,519
753
$3.92M 0.02%
59,177
-10,170
754
$3.91M 0.02%
104,049
+16,912
755
$3.9M 0.02%
291,000
-39,040
756
$3.88M 0.02%
55,885
-1,074
757
$3.87M 0.02%
52,340
+4,596
758
$3.87M 0.02%
589,223
+70,202
759
$3.85M 0.02%
308,027
-88,511
760
$3.81M 0.02%
56,307
+5,129
761
$3.8M 0.02%
77,935
+5,620
762
$3.8M 0.02%
119,191
-9,441
763
$3.79M 0.02%
14,134
-418
764
$3.78M 0.02%
161,756
-5,927
765
$3.76M 0.02%
42,912
+9,550
766
$3.74M 0.02%
37,921
+88
767
$3.73M 0.02%
51,180
-8,779
768
$3.72M 0.02%
92,711
-16,181
769
$3.72M 0.02%
128,041
+4,923
770
$3.72M 0.02%
49,338
-2,359
771
$3.7M 0.02%
62,555
-974
772
$3.7M 0.02%
183,698
+71,324
773
$3.69M 0.02%
73,227
+3,508
774
$3.69M 0.02%
117,221
+49,022
775
$3.67M 0.02%
89,424
+23,126
29 30
31
32 33