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
176
$27.1M 0.13%
120,237
+3,583
177
$27.1M 0.13%
199,209
-333
178
$26.7M 0.13%
695,136
+18,281
179
$26.7M 0.13%
210,764
+1,009
180
$26.6M 0.13%
405,661
+21,538
181
$26.6M 0.13%
744,336
+48,598
182
$26.5M 0.13%
574,775
+7,384
183
$26.4M 0.13%
334,367
-68,640
184
$26.4M 0.13%
250,767
-18,668
185
$26.2M 0.13%
173,911
-4,608
186
$25.9M 0.12%
713,413
-317,071
187
$25.8M 0.12%
277,138
+18,210
188
$25.8M 0.12%
372,149
+51,527
189
$25.7M 0.12%
93,074
+3,973
190
$25.5M 0.12%
116,372
+8,421
191
$25.3M 0.12%
957,195
+114,246
192
$25.1M 0.12%
179,726
+4,538
193
$25M 0.12%
85,235
-3,348
194
$24.9M 0.12%
186,575
+43,355
195
$24.7M 0.12%
289,870
+23,932
196
$24.5M 0.12%
123,774
+6,968
197
$24.5M 0.12%
4,779,514
-625,488
198
$24.1M 0.12%
520,144
-1,802
199
$23.9M 0.11%
4,223,174
-220,738
200
$23.7M 0.11%
490,538
-56,325
6 7
8
9 10