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
826
$3.17M 0.02%
56,858
+29,646
827
$3.15M 0.02%
35,490
-395
828
$3.1M 0.01%
52,560
+2,138
829
$3.08M 0.01%
371,054
+53,663
830
$3.07M 0.01%
24,270
+223
831
$3.06M 0.01%
46,017
+1,950
832
$3.05M 0.01%
24,454
+7,914
833
$3.05M 0.01%
69,704
-23,299
834
$3.05M 0.01%
87,835
-2,776
835
$3.05M 0.01%
85,119
+7,763
836
$3.04M 0.01%
657,241
-82,353
837
$3.04M 0.01%
25,034
+275
838
$3.04M 0.01%
142,502
-44,609
839
$3.03M 0.01%
61,368
-648
840
$3.03M 0.01%
13,627
+301
841
$3.02M 0.01%
71,956
-2,628
842
$3.01M 0.01%
58,039
+78
843
$3.01M 0.01%
100,971
+6,943
844
$3.01M 0.01%
168,009
-77
845
$3M 0.01%
138,466
-7,311
846
$3M 0.01%
25,324
-3,026
847
$2.99M 0.01%
44,658
-1,079
848
$2.95M 0.01%
827,336
-10,209
849
$2.95M 0.01%
13,363
-2,730
850
$2.94M 0.01%
55,745
-21
32 33
34
35 36