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
901
$2.59M 0.01%
66,823
+9,928
902
$2.58M 0.01%
110,699
+46,033
903
$2.58M 0.01%
57,677
+4,623
904
$2.58M 0.01%
54,998
+937
905
$2.58M 0.01%
49,390
+101
906
$2.58M 0.01%
20,412
-153
907
$2.57M 0.01%
434,874
+53,398
908
$2.57M 0.01%
27,421
+658
909
$2.57M 0.01%
54,017
+946
910
$2.57M 0.01%
153,346
-32,794
911
$2.56M 0.01%
39,414
-387
912
$2.56M 0.01%
19,232
-672
913
$2.55M 0.01%
101,660
+12,081
914
$2.55M 0.01%
4,435
-1,368
915
$2.55M 0.01%
44,834
-7,418
916
$2.54M 0.01%
34,814
-3,370
917
$2.53M 0.01%
142,496
-7,513
918
$2.53M 0.01%
86,615
+5,048
919
$2.52M 0.01%
33,107
-1,668
920
$2.52M 0.01%
126,179
-92,324
921
$2.52M 0.01%
58,781
-872
922
$2.52M 0.01%
75,767
-5,259
923
$2.51M 0.01%
134,084
-13,647
924
$2.51M 0.01%
40,192
+15,122
925
$2.51M 0.01%
32,388
+6,040
35 36
37
38 39