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
1201
$1.38M 0.01%
22,082
+5,418
1202
$1.38M 0.01%
8,180
+641
1203
$1.38M 0.01%
3,410
-2,016
1204
$1.37M 0.01%
14,270
-160
1205
$1.37M 0.01%
31,725
-5,893
1206
$1.36M 0.01%
16,872
+525
1207
$1.36M 0.01%
75,894
-9,308
1208
$1.36M 0.01%
67,982
-985
1209
$1.36M 0.01%
29,972
-5,108
1210
$1.36M 0.01%
96,542
+398
1211
$1.36M 0.01%
36,924
-16,060
1212
$1.35M 0.01%
14,330
-210
1213
$1.35M 0.01%
17,853
-127
1214
$1.35M 0.01%
14,046
-465
1215
$1.35M 0.01%
44,084
+20,366
1216
$1.35M 0.01%
17,977
+1,064
1217
$1.35M 0.01%
124,446
+50,675
1218
$1.35M 0.01%
33,592
+747
1219
$1.35M 0.01%
52,723
+6,318
1220
$1.35M 0.01%
58,016
-670
1221
$1.34M 0.01%
21,714
+1,813
1222
$1.34M 0.01%
30,226
+3,526
1223
$1.34M 0.01%
33,080
+2,036
1224
$1.34M 0.01%
49,686
+17,000
1225
$1.33M 0.01%
21,109
+5,279
47 48
49
50 51