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
776
$3.67M 0.02%
126,335
+2,827
777
$3.66M 0.02%
196,129
+110,146
778
$3.64M 0.02%
267,333
+69,872
779
$3.6M 0.02%
55,042
-272
780
$3.59M 0.02%
341,576
+31,637
781
$3.58M 0.02%
231,220
-34,994
782
$3.58M 0.02%
81,383
-17
783
$3.58M 0.02%
104,403
-34,027
784
$3.58M 0.02%
53,360
-7,801
785
$3.57M 0.02%
18,060
-499
786
$3.57M 0.02%
101,929
+5,688
787
$3.57M 0.02%
32,682
+760
788
$3.56M 0.02%
+111,561
789
$3.55M 0.02%
43,710
+15,881
790
$3.52M 0.02%
40,103
-21,568
791
$3.51M 0.02%
156,523
-26,174
792
$3.51M 0.02%
212,660
-51,081
793
$3.48M 0.02%
153,688
+127,012
794
$3.47M 0.02%
64,425
+23,082
795
$3.47M 0.02%
79,255
+13,843
796
$3.47M 0.02%
78,298
-101,221
797
$3.46M 0.02%
53,257
+9,527
798
$3.46M 0.02%
46,251
-3,216
799
$3.42M 0.02%
101,336
-14,384
800
$3.41M 0.02%
21,197
-1,701
30 31
32
33 34