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
1126
$1.64M 0.01%
44,590
-442
1127
$1.63M 0.01%
76,227
+9,759
1128
$1.63M 0.01%
23,800
-220
1129
$1.62M 0.01%
21,950
+5,781
1130
$1.61M 0.01%
36,232
+2,803
1131
$1.61M 0.01%
56,841
+32,434
1132
$1.61M 0.01%
10,570
+324
1133
$1.61M 0.01%
38,434
+5,507
1134
$1.61M 0.01%
35,831
-1,520
1135
$1.61M 0.01%
31,031
+1,320
1136
$1.61M 0.01%
37,209
+956
1137
$1.61M 0.01%
427,101
+164,512
1138
$1.6M 0.01%
17,826
-618
1139
$1.6M 0.01%
51,982
+7,842
1140
$1.59M 0.01%
15,174
+2,131
1141
$1.58M 0.01%
18,576
+9,050
1142
$1.58M 0.01%
12,225
+90
1143
$1.58M 0.01%
33,093
-10,373
1144
$1.58M 0.01%
25,414
-3,377
1145
$1.57M 0.01%
13,237
-820
1146
$1.57M 0.01%
147,248
+13,642
1147
$1.56M 0.01%
19,114
+3,681
1148
$1.56M 0.01%
338,704
+132,608
1149
$1.54M 0.01%
18,079
+882
1150
$1.54M 0.01%
15,776
+1,596
44 45
46
47 48