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
1026
$2M 0.01%
6,251
-820
1027
$2M 0.01%
27,527
+1,746
1028
$1.99M 0.01%
173,888
-3,524
1029
$1.99M 0.01%
42,196
+6,613
1030
$1.98M 0.01%
440,990
-130,182
1031
$1.98M 0.01%
340,774
+279,595
1032
$1.98M 0.01%
18,395
+264
1033
$1.98M 0.01%
28,659
+2,282
1034
$1.98M 0.01%
33,488
+9,355
1035
$1.97M 0.01%
123,040
+64,146
1036
$1.97M 0.01%
11,048
-803
1037
$1.97M 0.01%
14,849
+254
1038
$1.96M 0.01%
2,680
-919
1039
$1.96M 0.01%
16,735
-7,097
1040
$1.96M 0.01%
53,832
-3,350
1041
$1.96M 0.01%
7,738
-31
1042
$1.94M 0.01%
15,912
-1,674
1043
$1.94M 0.01%
290,448
+238,561
1044
$1.94M 0.01%
60,256
+1,622
1045
$1.94M 0.01%
196,765
+1,077
1046
$1.94M 0.01%
148,563
+5,304
1047
$1.94M 0.01%
296,015
-291,141
1048
$1.92M 0.01%
36,875
+412
1049
$1.92M 0.01%
22,747
+1,190
1050
$1.91M 0.01%
51,732
-6,038
40 41
42
43 44