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
801
$3.4M 0.02%
133,216
-3,096
802
$3.38M 0.02%
20,458
+258
803
$3.37M 0.02%
91,954
+2,860
804
$3.37M 0.02%
186,083
+62,171
805
$3.34M 0.02%
80,535
+15,817
806
$3.34M 0.02%
79,091
+2,924
807
$3.31M 0.02%
29,585
+2,746
808
$3.3M 0.02%
50,514
+295
809
$3.28M 0.02%
58,121
-4,742
810
$3.28M 0.02%
181,086
-55,495
811
$3.28M 0.02%
31,733
-7,628
812
$3.27M 0.02%
33,024
+6,154
813
$3.27M 0.02%
28,357
+3,028
814
$3.27M 0.02%
50,236
+4,518
815
$3.26M 0.02%
104,152
-1,216
816
$3.23M 0.02%
27,642
-787
817
$3.23M 0.02%
50,727
+2,312
818
$3.22M 0.02%
62,237
-3,098
819
$3.22M 0.02%
80,943
-22,911
820
$3.21M 0.02%
29,021
-79,410
821
$3.2M 0.02%
93,823
-6,858
822
$3.19M 0.02%
119,981
+170
823
$3.19M 0.02%
23,878
+2,415
824
$3.19M 0.02%
253,650
+152,056
825
$3.18M 0.02%
26,618
+978
31 32
33
34 35