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
76
$52.8M 0.25%
432,383
+145,880
77
$52.4M 0.25%
695,958
-18,362
78
$52.1M 0.25%
625,366
+29,343
79
$51.8M 0.25%
423,528
-87,831
80
$51.7M 0.25%
730,429
-258,005
81
$51.4M 0.25%
173,893
-6,940
82
$51.3M 0.25%
536,349
+12,783
83
$50.1M 0.24%
214,283
-3,697
84
$48.8M 0.23%
930,155
+51,852
85
$48.6M 0.23%
2,108,828
+120,554
86
$48.6M 0.23%
1,089,937
+96,672
87
$48.1M 0.23%
1,470,670
-9,968
88
$48.1M 0.23%
840,083
+10,014
89
$47.9M 0.23%
1,333,223
+136,240
90
$47.8M 0.23%
560,339
+35,588
91
$47.3M 0.23%
214,242
-10,433
92
$46.7M 0.22%
844,696
-117,883
93
$46.4M 0.22%
766,777
+16,699
94
$46M 0.22%
1,895,230
+223,760
95
$45.8M 0.22%
1,506,445
+263,642
96
$45.2M 0.22%
243,500
+9,491
97
$44.7M 0.21%
218,719
+13,397
98
$44.4M 0.21%
328,690
+26,723
99
$44.3M 0.21%
356,288
+41,488
100
$44.2M 0.21%
325,767
+15,903
2 3
4
5 6