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
126
$38.3M 0.18%
265,614
-467
127
$37.8M 0.18%
336,583
+55,703
128
$37.7M 0.18%
403,562
+13,492
129
$37.7M 0.18%
3,674,465
+37,355
130
$37.3M 0.18%
946,755
-50,325
131
$37.1M 0.18%
777,367
+239,219
132
$37M 0.18%
850,384
+6,160
133
$36.7M 0.18%
217,596
+11,693
134
$36.4M 0.17%
649,041
+24,868
135
$36.2M 0.17%
728,506
+19,627
136
$35.5M 0.17%
256,210
+3,654
137
$35.5M 0.17%
216,366
+6,524
138
$34.9M 0.17%
187,459
-5,314
139
$34.6M 0.17%
169,766
+6,903
140
$34.2M 0.16%
430,168
+8,644
141
$34.1M 0.16%
213,915
-2,550
142
$33.9M 0.16%
965,774
+61,190
143
$33.9M 0.16%
146,924
-12,221
144
$33.5M 0.16%
516,389
-45,077
145
$33.1M 0.16%
229,908
+17,472
146
$32.8M 0.16%
190,050
+68,336
147
$32.8M 0.16%
4,216,042
-3,297
148
$32.4M 0.15%
474,414
+38,510
149
$32.3M 0.15%
409,065
+27,446
150
$32.3M 0.15%
807,426
-28,883
4 5
6
7 8