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
1451
$904K ﹤0.01%
40,890
-1,300
1452
$902K ﹤0.01%
35,419
+1,365
1453
$902K ﹤0.01%
40,699
+5,182
1454
$900K ﹤0.01%
105,214
+56,889
1455
$898K ﹤0.01%
42,560
-5,867
1456
$898K ﹤0.01%
17,178
+2,188
1457
$897K ﹤0.01%
22,256
-941
1458
$893K ﹤0.01%
19,832
+161
1459
$892K ﹤0.01%
10,371
-485
1460
$890K ﹤0.01%
36,064
+485
1461
$889K ﹤0.01%
25,359
+243
1462
$888K ﹤0.01%
57,038
+10,372
1463
$886K ﹤0.01%
34,734
-9,132
1464
$883K ﹤0.01%
71,455
+9,966
1465
$882K ﹤0.01%
82,325
+9,409
1466
$881K ﹤0.01%
12,328
-1,986
1467
$881K ﹤0.01%
31,291
-145
1468
$880K ﹤0.01%
9,206
+955
1469
$876K ﹤0.01%
10,124
+261
1470
$874K ﹤0.01%
9,838
+365
1471
$874K ﹤0.01%
44,602
+2,061
1472
$873K ﹤0.01%
14,590
+474
1473
$873K ﹤0.01%
25,296
+2,034
1474
$872K ﹤0.01%
173,667
-49,730
1475
$869K ﹤0.01%
21,343
-237
57 58
59
60 61