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
1301
$1.14M 0.01%
39,215
+18,230
1302
$1.14M 0.01%
43,840
+7,508
1303
$1.13M 0.01%
15,814
-274
1304
$1.13M 0.01%
13,604
+542
1305
$1.13M 0.01%
12,725
-851
1306
$1.13M 0.01%
253,905
+57,507
1307
$1.13M 0.01%
32,121
-7,533
1308
$1.13M 0.01%
32,460
+614
1309
$1.12M 0.01%
27,295
-8,661
1310
$1.12M 0.01%
91,659
-6,942
1311
$1.12M 0.01%
60,201
+6,183
1312
$1.12M 0.01%
31,551
+84
1313
$1.12M 0.01%
36,476
+7,543
1314
$1.11M 0.01%
19,788
+742
1315
$1.11M 0.01%
9,377
+850
1316
$1.11M 0.01%
22,272
+1,187
1317
$1.11M 0.01%
19,272
-864
1318
$1.11M 0.01%
6,994
+401
1319
$1.11M 0.01%
40,578
+1,285
1320
$1.11M 0.01%
9,633
+684
1321
$1.11M 0.01%
51,498
-3,531
1322
$1.11M 0.01%
33,896
+21
1323
$1.11M 0.01%
28,393
-5,224
1324
$1.1M 0.01%
82,301
-1,156
1325
$1.1M 0.01%
17,741
+802
51 52
53
54 55