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
1401
$977K ﹤0.01%
23,884
-521
1402
$975K ﹤0.01%
13,857
+389
1403
$975K ﹤0.01%
58,778
+26,734
1404
$974K ﹤0.01%
21,698
+1,574
1405
$974K ﹤0.01%
7,620
-1,070
1406
$973K ﹤0.01%
16,797
-1,754
1407
$972K ﹤0.01%
94,929
+4,827
1408
$970K ﹤0.01%
60,240
+5,183
1409
$970K ﹤0.01%
73,781
+42,553
1410
$968K ﹤0.01%
8,011
-234
1411
$968K ﹤0.01%
14,016
+6,725
1412
$967K ﹤0.01%
20,510
-284
1413
$967K ﹤0.01%
11,947
+620
1414
$964K ﹤0.01%
18,268
-808
1415
$964K ﹤0.01%
11,297
+880
1416
$963K ﹤0.01%
62,067
+4,243
1417
$961K ﹤0.01%
5,431
+1,089
1418
$960K ﹤0.01%
35,624
+11,585
1419
$960K ﹤0.01%
20,240
+2,055
1420
$958K ﹤0.01%
3,204
+574
1421
$956K ﹤0.01%
36,235
+336
1422
$956K ﹤0.01%
29,997
-840
1423
$954K ﹤0.01%
24,882
-11,752
1424
$948K ﹤0.01%
23,404
+836
1425
$947K ﹤0.01%
41,996
+4,809
55 56
57
58 59