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
1276
$1.19M 0.01%
50,799
-5,809
1277
$1.19M 0.01%
35,159
-598
1278
$1.19M 0.01%
76,446
-797
1279
$1.19M 0.01%
18,218
+1,424
1280
$1.19M 0.01%
66,588
+20,652
1281
$1.19M 0.01%
11,581
+391
1282
$1.18M 0.01%
7,567
-667
1283
$1.18M 0.01%
25,290
+1,006
1284
$1.18M 0.01%
38,260
-1,565
1285
$1.17M 0.01%
35,476
-5,204
1286
$1.17M 0.01%
16,723
+3,056
1287
$1.17M 0.01%
15,521
-720
1288
$1.16M 0.01%
11,645
+122
1289
$1.16M 0.01%
100,832
-27,375
1290
$1.16M 0.01%
28,914
-671
1291
$1.16M 0.01%
23,980
+1,062
1292
$1.16M 0.01%
19,354
-466
1293
$1.16M 0.01%
49,149
+10,002
1294
$1.15M 0.01%
44,937
+1,809
1295
$1.15M 0.01%
26,692
-2,678
1296
$1.15M 0.01%
9,904
-588
1297
$1.15M 0.01%
68,689
+5,148
1298
$1.15M 0.01%
563
+50
1299
$1.14M 0.01%
62,831
+20,672
1300
$1.14M 0.01%
12,115
-598
50 51
52
53 54