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AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
+$42M
2
+$41.3M
3
+$28.9M
4
CHL
China Mobile Limited
CHL
+$24M
5
AMZN icon
Amazon
AMZN
+$22.3M

Top Sells

1
+$48.9M
2
+$40.2M
3
+$27.1M
4
MMM icon
3M
MMM
+$26.7M
5
IBM icon
IBM
IBM
+$24M

Sector Composition

1 Technology 17.86%
2 Financials 17.23%
3 Healthcare 12.98%
4 Consumer Discretionary 10.12%
5 Industrials 8.61%
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
– –
-6,054
2257
– –
-11,635
2258
– –
-4,370
2259
– –
-5,195
2260
– –
-20
2261
– –
-46,230
2262
– –
-10,371
2263
– –
-975
2264
– –
-15,883
2265
– –
-2,354
2266
– –
-3,349
2267
– –
-11,998
2268
– –
-6,824
2269
– –
-12,979
2270
– –
-18,623
2271
– –
-14,746
2272
– –
-11,557
2273
– –
-10,076
2274
– –
-2,029
2275
– –
-5,060
89 90
91
92 93