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
951
$2.38M 0.01%
81,959
-4,632
952
$2.37M 0.01%
15,766
+807
953
$2.37M 0.01%
52,938
+4,158
954
$2.37M 0.01%
70,346
+12,795
955
$2.36M 0.01%
42,831
-3,144
956
$2.35M 0.01%
11,877
+115
957
$2.34M 0.01%
39,999
-512
958
$2.34M 0.01%
11,773
+1,656
959
$2.34M 0.01%
98,596
+292
960
$2.34M 0.01%
30,695
+2,033
961
$2.33M 0.01%
3,171
-3,034
962
$2.32M 0.01%
63,576
+2,132
963
$2.32M 0.01%
47,770
-4,018
964
$2.32M 0.01%
122,451
+43,138
965
$2.31M 0.01%
103,643
+29,086
966
$2.3M 0.01%
51,622
+3,307
967
$2.29M 0.01%
26,266
+1,583
968
$2.29M 0.01%
18,219
-34
969
$2.29M 0.01%
135,855
+41,995
970
$2.29M 0.01%
51,638
+2,358
971
$2.27M 0.01%
70,845
+3,345
972
$2.26M 0.01%
39,591
+1,383
973
$2.26M 0.01%
36,085
+949
974
$2.26M 0.01%
64,935
-122
975
$2.25M 0.01%
68,547
-8,776
37 38
39
40 41