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
1976
$313K ﹤0.01%
+6,017
1977
$313K ﹤0.01%
+8,131
1978
$312K ﹤0.01%
8,446
+607
1979
$311K ﹤0.01%
8,673
+1,044
1980
$311K ﹤0.01%
18,257
-197
1981
$311K ﹤0.01%
6,637
-524
1982
$310K ﹤0.01%
7,666
+278
1983
$310K ﹤0.01%
6,518
+354
1984
$310K ﹤0.01%
19,741
+6,448
1985
$309K ﹤0.01%
+19,040
1986
$309K ﹤0.01%
17,550
+4,286
1987
$308K ﹤0.01%
8,931
-550
1988
$308K ﹤0.01%
9,690
+198
1989
$306K ﹤0.01%
8,082
-1,241
1990
$306K ﹤0.01%
+1,762
1991
$305K ﹤0.01%
11,829
-1,109
1992
$304K ﹤0.01%
9,353
-446
1993
$304K ﹤0.01%
5,109
+337
1994
$303K ﹤0.01%
7,898
+788
1995
$303K ﹤0.01%
8,324
-701
1996
$302K ﹤0.01%
11,580
-680
1997
$299K ﹤0.01%
5,243
+194
1998
$299K ﹤0.01%
123,585
-55,253
1999
$299K ﹤0.01%
24,887
+562
2000
$298K ﹤0.01%
+17,286
78 79
80
81 82