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
1076
$1.81M 0.01%
1,724
-770
1077
$1.8M 0.01%
94,685
-13,657
1078
$1.79M 0.01%
78,780
-10,890
1079
$1.79M 0.01%
23,344
-1,709
1080
$1.79M 0.01%
25,026
+6,871
1081
$1.79M 0.01%
51,552
+1,551
1082
$1.79M 0.01%
43,783
+10,120
1083
$1.79M 0.01%
53,289
-4,558
1084
$1.78M 0.01%
8,049
+248
1085
$1.77M 0.01%
16,879
-3,582
1086
$1.77M 0.01%
84,591
+53,151
1087
$1.76M 0.01%
26,719
+3,247
1088
$1.75M 0.01%
17,914
+3,648
1089
$1.74M 0.01%
110,279
-3,515
1090
$1.73M 0.01%
83,450
-1,393
1091
$1.73M 0.01%
15,613
+4,392
1092
$1.73M 0.01%
45,001
+24,851
1093
$1.72M 0.01%
16,352
+7,023
1094
$1.72M 0.01%
28,705
-2,384
1095
$1.71M 0.01%
37,951
-9,486
1096
$1.7M 0.01%
22,334
+2,305
1097
$1.7M 0.01%
44,555
-1,300
1098
$1.7M 0.01%
95,086
+2,005
1099
$1.69M 0.01%
16,264
-111
1100
$1.69M 0.01%
20,931
+761
42 43
44
45 46