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
926
$2.51M 0.01%
29,530
+423
927
$2.5M 0.01%
109,505
+49,474
928
$2.48M 0.01%
625
+541
929
$2.47M 0.01%
453,708
-52,130
930
$2.47M 0.01%
66,451
+1,516
931
$2.46M 0.01%
41,952
-2,831
932
$2.46M 0.01%
53,426
+3,080
933
$2.45M 0.01%
298,768
-32,771
934
$2.45M 0.01%
56,677
-2,031
935
$2.45M 0.01%
28,970
-4,771
936
$2.45M 0.01%
105,298
-8,615
937
$2.45M 0.01%
137,220
-2,524
938
$2.45M 0.01%
40,343
+5,972
939
$2.44M 0.01%
+97,107
940
$2.44M 0.01%
23,782
-212
941
$2.43M 0.01%
24,930
-3,687
942
$2.42M 0.01%
18,867
-3,031
943
$2.42M 0.01%
1,083,578
-10,162
944
$2.42M 0.01%
98,844
+2,401
945
$2.41M 0.01%
103,877
-8,368
946
$2.41M 0.01%
19,068
-292
947
$2.4M 0.01%
22,844
+3,814
948
$2.4M 0.01%
70,710
-18,264
949
$2.4M 0.01%
144,763
-3,522
950
$2.39M 0.01%
55,926
+1,691
36 37
38
39 40