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
876
$2.72M 0.01%
513,769
+260,402
877
$2.71M 0.01%
71,595
-1,812
878
$2.71M 0.01%
29,127
-912
879
$2.7M 0.01%
34,900
-4,798
880
$2.69M 0.01%
43,340
+7,302
881
$2.69M 0.01%
196,106
-57,224
882
$2.69M 0.01%
128,969
+24,611
883
$2.68M 0.01%
103,212
+10,942
884
$2.68M 0.01%
24,775
+20
885
$2.68M 0.01%
33,430
+3,495
886
$2.67M 0.01%
16,807
-7,974
887
$2.67M 0.01%
133,853
+10,339
888
$2.67M 0.01%
43,943
+5,993
889
$2.67M 0.01%
32,619
-1,202
890
$2.67M 0.01%
9,723
-725
891
$2.66M 0.01%
161,795
-20,745
892
$2.65M 0.01%
79,471
+496
893
$2.65M 0.01%
360,391
+112,546
894
$2.64M 0.01%
85,480
-18,461
895
$2.63M 0.01%
37,466
+2,556
896
$2.62M 0.01%
42,558
+17,482
897
$2.61M 0.01%
13,689
+347
898
$2.6M 0.01%
94,134
+5,674
899
$2.6M 0.01%
432,996
-8,054
900
$2.6M 0.01%
294,623
-163,571
34 35
36
37 38