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
851
$2.94M 0.01%
88,659
+6,828
852
$2.93M 0.01%
82,702
+19,391
853
$2.91M 0.01%
96,065
+20,044
854
$2.9M 0.01%
25,882
+233
855
$2.88M 0.01%
80,058
-278
856
$2.88M 0.01%
112,926
+23,562
857
$2.86M 0.01%
331,050
-4,150
858
$2.85M 0.01%
65,288
+8,137
859
$2.85M 0.01%
63,863
-2,163
860
$2.84M 0.01%
28,498
+461
861
$2.84M 0.01%
43,783
-32,167
862
$2.83M 0.01%
94,310
-144,219
863
$2.83M 0.01%
502,611
+28,541
864
$2.82M 0.01%
39,935
+3,413
865
$2.82M 0.01%
28,705
+1,658
866
$2.82M 0.01%
138,388
+44,939
867
$2.81M 0.01%
70,833
-2,632
868
$2.79M 0.01%
22,070
+2,144
869
$2.75M 0.01%
53,827
+8,918
870
$2.74M 0.01%
134,153
-8,957
871
$2.74M 0.01%
41,807
+10,431
872
$2.74M 0.01%
70,659
-5,389
873
$2.73M 0.01%
263,271
+42,544
874
$2.73M 0.01%
9,286
+587
875
$2.73M 0.01%
42,104
+666
33 34
35
36 37