We are live on ! Find out more
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
2301
– –
-5,532
2302
– –
-5,630
2303
– –
-19,386
2304
– –
-4,804
2305
– –
-67,682
2306
– –
-5,090
2307
– –
-10,632
2308
– –
-24,568
2309
– –
-86,160
2310
– –
-11,236
2311
– –
-5,995
2312
– –
-11,196
2313
– –
-10,919
2314
– –
-6,807
2315
– –
-8,982
2316
– –
-19,899
2317
– –
-10,762
2318
– –
-2,246
2319
– –
-25,990
2320
– –
-5,586
2321
– –
-3,904
2322
– –
-4,653
2323
– –
-1,408
2324
– –
-667
2325
– –
-19,316
90 91 92
93
94