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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
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2277
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-12,868
2278
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-21,911
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2281
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-11,624
2282
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-17,417
2283
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2284
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-2,742
2285
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-27,677
2286
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-14,270
2287
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-517,076
2288
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-11,252
2289
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-22,272
2290
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-344,100
2291
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-48,405
2292
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-93,920
2293
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-34,245
2294
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-11,775
2295
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-20,934
2296
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2297
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-2,233,647
2298
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-12,520
2299
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-134,494
2300
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-27,251
90 91
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