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
201
$23.5M 0.11%
141,448
-3,304
202
$23.5M 0.11%
355,690
+21,742
203
$23.4M 0.11%
502,926
-37,132
204
$23.3M 0.11%
149,852
-337
205
$22.8M 0.11%
363,538
-2,235
206
$22.8M 0.11%
100,289
+31,891
207
$22.7M 0.11%
521,668
+28,337
208
$22.7M 0.11%
378,820
-12,234
209
$22.7M 0.11%
449,739
+25,892
210
$22.6M 0.11%
501,652
+21,011
211
$22.4M 0.11%
1,419,145
+83,515
212
$22.3M 0.11%
131,317
+7,907
213
$22.1M 0.11%
498,224
-10,198
214
$22M 0.11%
1,183,755
-117,610
215
$22M 0.11%
298,967
+8,256
216
$21.9M 0.1%
286,510
+17,838
217
$21.7M 0.1%
309,938
-497
218
$21.7M 0.1%
372,808
+2,745
219
$21.6M 0.1%
317,275
-15,314
220
$21.6M 0.1%
203,808
+31,813
221
$21.5M 0.1%
195,543
+17,338
222
$21.4M 0.1%
208,934
+26,479
223
$21.3M 0.1%
976,856
+43,449
224
$21.2M 0.1%
286,541
+24,612
225
$21.2M 0.1%
647,596
+74,481
7 8
9
10 11