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
1376
$1.02M ﹤0.01%
12,183
-12
1377
$1.02M ﹤0.01%
14,370
+627
1378
$1.02M ﹤0.01%
41,420
+8,249
1379
$1.02M ﹤0.01%
33,867
-968
1380
$1.01M ﹤0.01%
12,517
+500
1381
$1.01M ﹤0.01%
21,988
+970
1382
$1.01M ﹤0.01%
28,048
+1,882
1383
$1.01M ﹤0.01%
90,917
-18,832
1384
$1.01M ﹤0.01%
16,731
+4,184
1385
$1.01M ﹤0.01%
10,557
+1,147
1386
$1M ﹤0.01%
10,433
-31
1387
$1M ﹤0.01%
11,491
+1,094
1388
$998K ﹤0.01%
23,340
+3,558
1389
$996K ﹤0.01%
46,559
-674
1390
$995K ﹤0.01%
68,561
-25,212
1391
$993K ﹤0.01%
28,052
-1,423
1392
$993K ﹤0.01%
27,880
+11,860
1393
$988K ﹤0.01%
26,914
+2,137
1394
$988K ﹤0.01%
16,996
+91
1395
$985K ﹤0.01%
41,210
+4,024
1396
$985K ﹤0.01%
53,568
-9,334
1397
$981K ﹤0.01%
19,298
-1,626
1398
$980K ﹤0.01%
101,570
-8,698
1399
$979K ﹤0.01%
134,475
-40,517
1400
$979K ﹤0.01%
79,687
-8,576
54 55
56
57 58