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
1176
$1.46M 0.01%
369
+18
1177
$1.45M 0.01%
52,398
+25,246
1178
$1.43M 0.01%
66,235
-485
1179
$1.43M 0.01%
20,360
+3,721
1180
$1.42M 0.01%
26,884
-38
1181
$1.42M 0.01%
26,576
+5,433
1182
$1.42M 0.01%
31,551
+4,794
1183
$1.42M 0.01%
129,951
+20,116
1184
$1.42M 0.01%
16,939
+5,051
1185
$1.41M 0.01%
18,533
+575
1186
$1.41M 0.01%
26,887
+351
1187
$1.41M 0.01%
49,609
-10,576
1188
$1.41M 0.01%
85,962
-464
1189
$1.41M 0.01%
47,303
+10,785
1190
$1.4M 0.01%
85,121
+31,738
1191
$1.4M 0.01%
51,286
+1,757
1192
$1.4M 0.01%
12,882
-1,504
1193
$1.4M 0.01%
33,252
+2,484
1194
$1.4M 0.01%
33,841
+5
1195
$1.4M 0.01%
71,049
+31,550
1196
$1.39M 0.01%
14,210
+4,061
1197
$1.39M 0.01%
21,828
-946
1198
$1.39M 0.01%
11,187
-572
1199
$1.38M 0.01%
12,398
+983
1200
$1.38M 0.01%
7,185
+5,843
46 47
48
49 50