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
2001
$298K ﹤0.01%
3,744
-1,048
2002
$297K ﹤0.01%
12,184
-40
2003
$296K ﹤0.01%
12,695
-266
2004
$296K ﹤0.01%
+6,178
2005
$296K ﹤0.01%
9,581
+1,660
2006
$295K ﹤0.01%
19,591
-6,403
2007
$294K ﹤0.01%
6,097
-119
2008
$293K ﹤0.01%
6,790
-65
2009
$293K ﹤0.01%
5,372
+883
2010
$292K ﹤0.01%
19,810
-2,539
2011
$292K ﹤0.01%
7,186
-403
2012
$292K ﹤0.01%
11,314
+276
2013
$291K ﹤0.01%
17,060
-24
2014
$291K ﹤0.01%
8,344
-35
2015
$290K ﹤0.01%
2,385
-542
2016
$290K ﹤0.01%
7,743
-265
2017
$288K ﹤0.01%
8,332
-254
2018
$288K ﹤0.01%
25,871
-6,658
2019
$287K ﹤0.01%
7,360
+1,211
2020
$286K ﹤0.01%
13,711
-855
2021
$286K ﹤0.01%
7,594
-8,443
2022
$284K ﹤0.01%
8,154
+674
2023
$284K ﹤0.01%
6,049
-1,453
2024
$283K ﹤0.01%
15,478
-456
2025
$282K ﹤0.01%
738
+86
79 80
81
82 83