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
1426
$947K ﹤0.01%
13,003
+446
1427
$943K ﹤0.01%
28,851
+3,156
1428
$942K ﹤0.01%
59,262
+2,654
1429
$941K ﹤0.01%
13,268
+953
1430
$941K ﹤0.01%
14,861
-459
1431
$938K ﹤0.01%
41,843
+12,058
1432
$936K ﹤0.01%
10,236
+735
1433
$933K ﹤0.01%
24,356
+5,993
1434
$933K ﹤0.01%
7,504
+110
1435
$933K ﹤0.01%
18,296
+1,815
1436
$932K ﹤0.01%
54,568
+15,230
1437
$928K ﹤0.01%
14,866
-932
1438
$926K ﹤0.01%
5,977
-293
1439
$924K ﹤0.01%
121,081
+13,705
1440
$923K ﹤0.01%
24,426
-2
1441
$919K ﹤0.01%
36,905
-26,699
1442
$917K ﹤0.01%
25,133
-2,994
1443
$912K ﹤0.01%
14,860
+3,675
1444
$912K ﹤0.01%
20,754
-2,605
1445
$911K ﹤0.01%
32,737
-17,366
1446
$910K ﹤0.01%
18,730
-1,394
1447
$910K ﹤0.01%
75,856
+47,972
1448
$910K ﹤0.01%
22,261
-182
1449
$909K ﹤0.01%
17,906
+324
1450
$905K ﹤0.01%
142,940
-11,050
56 57
58
59 60