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 17.88%
2 Financials 17.23%
3 Healthcare 12.98%
4 Consumer Discretionary 10.12%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2.25M 0.01%
28,776
-1,333
977
$2.25M 0.01%
2,183
-273
978
$2.24M 0.01%
42,628
-13,634
979
$2.23M 0.01%
11,561
-509
980
$2.23M 0.01%
19,266
-6,757
981
$2.23M 0.01%
118,428
+40,536
982
$2.23M 0.01%
52,444
-2,839
983
$2.23M 0.01%
109,724
+65,988
984
$2.22M 0.01%
11,915
+638
985
$2.21M 0.01%
20,449
-3,220
986
$2.21M 0.01%
96,065
+12,051
987
$2.21M 0.01%
71,284
+323
988
$2.2M 0.01%
51,314
+1,911
989
$2.2M 0.01%
54,475
-3,450
990
$2.19M 0.01%
22,539
+81
991
$2.19M 0.01%
7,138
+128
992
$2.18M 0.01%
58,589
+3,892
993
$2.17M 0.01%
41,112
+10,528
994
$2.16M 0.01%
123,773
-37,633
995
$2.16M 0.01%
44,208
-490
996
$2.15M 0.01%
47,639
+1,461
997
$2.15M 0.01%
23,019
-1,913
998
$2.15M 0.01%
37,461
+2,106
999
$2.14M 0.01%
21,874
+182
1000
$2.14M 0.01%
131,666
+27,608
38 39
40
41 42