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
1476
$864K ﹤0.01%
18,364
-1,224
1477
$864K ﹤0.01%
23,587
-532
1478
$863K ﹤0.01%
16,154
+2,588
1479
$859K ﹤0.01%
31,187
+4,158
1480
$856K ﹤0.01%
11,316
+1,415
1481
$855K ﹤0.01%
18,397
+1,897
1482
$855K ﹤0.01%
7,377
+89
1483
$851K ﹤0.01%
29,043
+2,587
1484
$848K ﹤0.01%
35,835
+18,586
1485
$847K ﹤0.01%
22,870
+95
1486
$846K ﹤0.01%
10,796
+718
1487
$846K ﹤0.01%
15,810
-3,277
1488
$844K ﹤0.01%
62,783
+6,427
1489
$842K ﹤0.01%
11,966
-193
1490
$841K ﹤0.01%
17,111
-2
1491
$840K ﹤0.01%
21,940
-2,777
1492
$839K ﹤0.01%
100,777
+19,799
1493
$839K ﹤0.01%
30,472
+1,318
1494
$836K ﹤0.01%
17,100
+5,250
1495
$826K ﹤0.01%
5,945
-98
1496
$826K ﹤0.01%
1,378
+112
1497
$825K ﹤0.01%
44,945
+4,799
1498
$821K ﹤0.01%
11,473
+403
1499
$820K ﹤0.01%
51,499
+6,182
1500
$820K ﹤0.01%
19,432
+8,078
58 59
60
61 62