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
1101
$1.69M 0.01%
94,292
+9,832
1102
$1.69M 0.01%
24,201
+301
1103
$1.68M 0.01%
61,409
+23,502
1104
$1.68M 0.01%
48,532
-911
1105
$1.68M 0.01%
61,542
-1,514
1106
$1.68M 0.01%
72,867
+3,363
1107
$1.68M 0.01%
34,070
-10,765
1108
$1.68M 0.01%
26,897
-1,365
1109
$1.68M 0.01%
26,577
-4,301
1110
$1.67M 0.01%
55,812
-2,570
1111
$1.67M 0.01%
47,967
-2,253
1112
$1.67M 0.01%
92,485
+3,361
1113
$1.67M 0.01%
29,165
-3,203
1114
$1.67M 0.01%
21,916
-265
1115
$1.66M 0.01%
18,525
+315
1116
$1.66M 0.01%
27,187
-609
1117
$1.66M 0.01%
15,920
-1,652
1118
$1.65M 0.01%
35,431
-326
1119
$1.65M 0.01%
39,770
-6,120
1120
$1.65M 0.01%
+80,307
1121
$1.65M 0.01%
71,766
+3,321
1122
$1.65M 0.01%
47,681
+4,833
1123
$1.64M 0.01%
117,533
+601
1124
$1.64M 0.01%
21,992
+1,447
1125
$1.64M 0.01%
49,614
-4,131
43 44
45
46 47