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 17.86%
2 Financials 17.23%
3 Healthcare 12.98%
4 Consumer Discretionary 10.12%
5 Industrials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$36K ﹤0.01%
10,938
-47,226
2252
$33K ﹤0.01%
800
-113
2253
$18K ﹤0.01%
26,625
2254
$17K ﹤0.01%
3,367
-4,510
2255
$17K ﹤0.01%
50
-32
2256
– –
-5,090
2257
– –
-4,370
2258
– –
-5,195
2259
– –
-10,371
2260
– –
-975
2261
– –
-15,883
2262
– –
-11,998
2263
– –
-6,824
2264
– –
-12,979
2265
– –
-86,160
2266
– –
-11,236
2267
– –
-5,995
2268
– –
-11,196
2269
– –
-10,919
2270
– –
-6,807
2271
– –
-8,982
2272
– –
-19,899
2273
– –
-10,762
2274
– –
-2,246
2275
– –
-25,990
89 90
91
92 93