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
101
$44.1M 0.21%
152,082
+30,124
102
$43.8M 0.21%
147,315
+11,701
103
$43.7M 0.21%
541,694
-156,896
104
$43.5M 0.21%
477,006
+21,981
105
$43.4M 0.21%
191,143
-4,846
106
$43.2M 0.21%
662,296
+145,063
107
$42.7M 0.2%
369,604
+23,148
108
$42.7M 0.2%
552,519
+2,790
109
$42.6M 0.2%
736,612
+28,279
110
$42.4M 0.2%
495,686
-22,775
111
$42.4M 0.2%
382,191
+10,843
112
$42.2M 0.2%
605,634
+49,294
113
$41.9M 0.2%
1,430,465
+124,798
114
$41.6M 0.2%
4,279,020
+1,499,730
115
$41.5M 0.2%
744,562
+47,369
116
$41.5M 0.2%
618,846
+20,742
117
$41.4M 0.2%
873,979
+9,344
118
$41M 0.2%
133,257
-2,947
119
$40.7M 0.19%
340,137
+92,732
120
$40.4M 0.19%
628,214
+31,185
121
$40.2M 0.19%
80,629
-7,042
122
$39.7M 0.19%
373,903
+18,212
123
$39.6M 0.19%
921,694
+86,483
124
$39.5M 0.19%
1,856,217
+97,401
125
$39.3M 0.19%
804,969
-48,617
3 4
5
6 7