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
1226
$1.33M 0.01%
5,846
+358
1227
$1.33M 0.01%
17,210
-17
1228
$1.32M 0.01%
20,059
-1,416
1229
$1.32M 0.01%
20,525
-224
1230
$1.32M 0.01%
49,285
-8,670
1231
$1.32M 0.01%
55,027
-29,901
1232
$1.31M 0.01%
31,378
+1,075
1233
$1.31M 0.01%
24,454
-2,338
1234
$1.3M 0.01%
24,310
+3,610
1235
$1.3M 0.01%
35,714
+6,279
1236
$1.3M 0.01%
42,969
+4,331
1237
$1.3M 0.01%
52,881
+9,291
1238
$1.3M 0.01%
37,535
-248
1239
$1.29M 0.01%
28,640
+89
1240
$1.29M 0.01%
16,507
+1,978
1241
$1.29M 0.01%
20,906
+136
1242
$1.29M 0.01%
26,383
+1,520
1243
$1.27M 0.01%
13,910
+141
1244
$1.27M 0.01%
37,147
+345
1245
$1.26M 0.01%
12,851
-1,572
1246
$1.25M 0.01%
14,723
+15
1247
$1.25M 0.01%
42,929
+16,255
1248
$1.24M 0.01%
114,512
-12,714
1249
$1.24M 0.01%
30,961
-43,339
1250
$1.24M 0.01%
49,362
-2,776
48 49
50
51 52