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
1351
$1.06M 0.01%
19,035
-302
1352
$1.06M 0.01%
13,274
+209
1353
$1.06M 0.01%
18,364
+6,126
1354
$1.06M 0.01%
18,787
-3,705
1355
$1.06M 0.01%
24,334
+110
1356
$1.06M 0.01%
15,465
-1,485
1357
$1.06M 0.01%
14,209
-16,518
1358
$1.05M 0.01%
26,620
+6,372
1359
$1.05M 0.01%
93,245
-17,326
1360
$1.05M 0.01%
67,100
+2,180
1361
$1.05M 0.01%
47,249
-1,021
1362
$1.05M 0.01%
36,416
+2,385
1363
$1.04M 0.01%
9,873
-192
1364
$1.04M 0.01%
215,955
+3,960
1365
$1.04M 0.01%
22,036
+2,852
1366
$1.04M 0.01%
19,862
+5,635
1367
$1.04M 0.01%
10,246
+99
1368
$1.04M 0.01%
35,095
+1,611
1369
$1.03M ﹤0.01%
9,618
+653
1370
$1.03M ﹤0.01%
10,931
-44
1371
$1.03M ﹤0.01%
50,541
+6,308
1372
$1.03M ﹤0.01%
32,476
+2,346
1373
$1.03M ﹤0.01%
22,957
+53
1374
$1.03M ﹤0.01%
33,943
-4,987
1375
$1.03M ﹤0.01%
28,013
+2,203
53 54
55
56 57