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
1001
$2.13M 0.01%
34,540
-403
1002
$2.13M 0.01%
70,703
+9,420
1003
$2.13M 0.01%
27,885
+9,668
1004
$2.13M 0.01%
55,823
-1,614
1005
$2.12M 0.01%
48,174
-7,569
1006
$2.11M 0.01%
22,062
+166
1007
$2.1M 0.01%
22,233
+6,505
1008
$2.09M 0.01%
21,382
-2,884
1009
$2.08M 0.01%
33,072
+1,707
1010
$2.07M 0.01%
20,093
+758
1011
$2.06M 0.01%
114,455
-6,834
1012
$2.06M 0.01%
24,753
+1,176
1013
$2.06M 0.01%
83,368
+31
1014
$2.06M 0.01%
48,828
-777
1015
$2.05M 0.01%
33,232
-756
1016
$2.05M 0.01%
93,053
-34,475
1017
$2.04M 0.01%
27,838
-511
1018
$2.04M 0.01%
20,712
-3,085
1019
$2.03M 0.01%
60,739
+8,285
1020
$2.03M 0.01%
39,116
-1,309
1021
$2.02M 0.01%
33,477
-9,481
1022
$2.02M 0.01%
172,815
+30,430
1023
$2.02M 0.01%
14,082
-228
1024
$2.02M 0.01%
47,732
-5,213
1025
$2.01M 0.01%
39,027
-9,177
39 40
41
42 43