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
1251
$1.24M 0.01%
28,118
-4,566
1252
$1.24M 0.01%
8,859
+327
1253
$1.24M 0.01%
21,979
+1,606
1254
$1.23M 0.01%
17,480
+3,551
1255
$1.23M 0.01%
80,107
+34,992
1256
$1.23M 0.01%
47,991
+66
1257
$1.23M 0.01%
20,766
+3,773
1258
$1.22M 0.01%
71,540
+14,108
1259
$1.22M 0.01%
55,578
+1,492
1260
$1.22M 0.01%
82,242
-4,400
1261
$1.22M 0.01%
24,053
+124
1262
$1.22M 0.01%
49,696
-2,332
1263
$1.22M 0.01%
99,053
-9,723
1264
$1.22M 0.01%
71,975
+2,742
1265
$1.21M 0.01%
19,433
+379
1266
$1.21M 0.01%
9,418
+440
1267
$1.21M 0.01%
26,738
+6,511
1268
$1.2M 0.01%
27,334
+1,877
1269
$1.2M 0.01%
36,952
+4,216
1270
$1.2M 0.01%
9,190
+1,323
1271
$1.2M 0.01%
40,122
+11,443
1272
$1.2M 0.01%
15,613
+1,431
1273
$1.2M 0.01%
49,051
-2,380
1274
$1.2M 0.01%
43,010
+2,844
1275
$1.19M 0.01%
22,705
-1,109
49 50
51
52 53