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
1151
$1.54M 0.01%
21,131
+5,838
1152
$1.53M 0.01%
1,633,792
+958,891
1153
$1.53M 0.01%
17,457
-3,684
1154
$1.53M 0.01%
75,723
-7,574
1155
$1.52M 0.01%
25,127
-975
1156
$1.52M 0.01%
30,823
+743
1157
$1.52M 0.01%
34,539
+1,552
1158
$1.52M 0.01%
20,163
-7
1159
$1.51M 0.01%
7,202
+1,061
1160
$1.51M 0.01%
152,928
+68,202
1161
$1.51M 0.01%
82,563
-743
1162
$1.51M 0.01%
13,539
-72
1163
$1.51M 0.01%
16,274
+3,716
1164
$1.51M 0.01%
54,315
+14,337
1165
$1.5M 0.01%
45,123
+2,973
1166
$1.5M 0.01%
35,128
-3,418
1167
$1.5M 0.01%
57,127
+9,681
1168
$1.5M 0.01%
32,743
-87
1169
$1.5M 0.01%
12,198
-1,751
1170
$1.48M 0.01%
26,206
+6,165
1171
$1.48M 0.01%
68,225
+22,865
1172
$1.48M 0.01%
30,580
-270
1173
$1.48M 0.01%
59,942
-1,821
1174
$1.47M 0.01%
32,927
-4,250
1175
$1.46M 0.01%
78,541
+9,183
45 46
47
48 49