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
1326
$1.1M 0.01%
40,168
-1,148
1327
$1.1M 0.01%
25,282
-3,771
1328
$1.09M 0.01%
19,636
+3,679
1329
$1.09M 0.01%
3,452
-1,812
1330
$1.09M 0.01%
377,021
+69,033
1331
$1.09M 0.01%
48,981
+4,635
1332
$1.09M 0.01%
16,910
-838
1333
$1.09M 0.01%
47,386
-1,269
1334
$1.08M 0.01%
24,942
+9,653
1335
$1.08M 0.01%
29,209
-640
1336
$1.08M 0.01%
67,160
+2,800
1337
$1.08M 0.01%
74,185
-5,748
1338
$1.08M 0.01%
13,323
-1,893
1339
$1.07M 0.01%
36,721
-989
1340
$1.07M 0.01%
23,920
-3,852
1341
$1.07M 0.01%
61,954
+9,767
1342
$1.07M 0.01%
4,599
-1,059
1343
$1.06M 0.01%
65,719
+13,789
1344
$1.06M 0.01%
41,820
+1,872
1345
$1.06M 0.01%
11,867
+269
1346
$1.06M 0.01%
96,363
+15,364
1347
$1.06M 0.01%
22,304
-3,386
1348
$1.06M 0.01%
17,731
+2,948
1349
$1.06M 0.01%
18,654
-245
1350
$1.06M 0.01%
107,147
+4,219
52 53
54
55 56