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
2301
– –
-12,868
2302
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-10,076
2303
– –
-46,230
2304
– –
-20
2305
– –
-11,557
2306
– –
-10,632
2307
– –
-14,746
2308
– –
-67,682
2309
– –
-5,090
2310
– –
-4,370
2311
– –
-5,195
2312
– –
-10,371
2313
– –
-975
2314
– –
-15,883
2315
– –
-11,998
2316
– –
-6,824
2317
– –
-12,979
2318
– –
-86,160
2319
– –
-11,236
2320
– –
-5,995
2321
– –
-11,196
2322
– –
-10,919
2323
– –
-6,807
2324
– –
-8,982
2325
– –
-19,899
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