AG
Aperio Group Portfolio holdings
AUM
$33.8B
1-Year Return
31.39%
This Quarter Return
+7.36%
1 Year Return
+31.39%
3 Year Return
+70.33%
5 Year Return
+145.91%
10 Year Return
–
AUM
$22.7B
AUM Growth
+$1.75B
(+8.4%)
Cap. Flow
+$516M
Cap. Flow
% of AUM
2.28%
Top 10 Holdings %
Top 10 Hldgs %
16.1%
Holding
2,336
New
81
Increased
1,378
Reduced
820
Closed
49
Top Buys
| 1 |
Amazon
AMZN
|
$20.2M |
| 2 |
Procter & Gamble
PG
|
$17.6M |
| 3 |
Microsoft
MSFT
|
$15.7M |
| 4 |
Apple
AAPL
|
$12.5M |
| 5 |
Ciena
CIEN
|
$12.2M |
Top Sells
| 1 |
DCM
NTT DOCOMO, Inc.
DCM
|
$65.5M |
| 2 |
VR
Validus Hold Ltd
VR
|
$13.7M |
| 3 |
KYO
Kyocera Adr
KYO
|
$11.8M |
| 4 |
XL
XL Group Ltd.
XL
|
$10.3M |
| 5 |
GE Aerospace
GE
|
$9.73M |
Sector Composition
| 1 | Technology | 18.86% |
| 2 | Financials | 16.86% |
| 3 | Healthcare | 14.01% |
| 4 | Consumer Discretionary | 9.98% |
| 5 | Industrials | 8.87% |
