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
1051
$1.91M 0.01%
24,332
-83
1052
$1.91M 0.01%
11,069
+1,787
1053
$1.91M 0.01%
34,249
-3,836
1054
$1.91M 0.01%
265,108
+42,465
1055
$1.9M 0.01%
12,593
+2,518
1056
$1.89M 0.01%
47,064
+1,642
1057
$1.89M 0.01%
12,442
-670
1058
$1.88M 0.01%
48,291
-941
1059
$1.87M 0.01%
56,729
+467
1060
$1.87M 0.01%
23,898
-70
1061
$1.87M 0.01%
28,150
+1,588
1062
$1.87M 0.01%
25,473
-302
1063
$1.86M 0.01%
243,100
-3,245
1064
$1.85M 0.01%
31,799
-2,350
1065
$1.85M 0.01%
+44,375
1066
$1.85M 0.01%
51,570
-590
1067
$1.83M 0.01%
81,380
-1,152
1068
$1.82M 0.01%
146,140
+5,680
1069
$1.82M 0.01%
19,993
-1,291
1070
$1.82M 0.01%
30,920
+4,025
1071
$1.82M 0.01%
33,082
+62
1072
$1.82M 0.01%
34,322
-907
1073
$1.81M 0.01%
128,601
-36,875
1074
$1.81M 0.01%
12,376
+625
1075
$1.81M 0.01%
41,248
+32,538
41 42
43
44 45