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
1501
$819K ﹤0.01%
22,387
-393
1502
$819K ﹤0.01%
10,496
-610
1503
$818K ﹤0.01%
72,754
+24,039
1504
$816K ﹤0.01%
20,930
+3,875
1505
$816K ﹤0.01%
69,784
+49,611
1506
$812K ﹤0.01%
17,179
-58
1507
$811K ﹤0.01%
13,965
+92
1508
$809K ﹤0.01%
5,089
-1,051
1509
$809K ﹤0.01%
22,245
+4,110
1510
$806K ﹤0.01%
15,532
-703
1511
$800K ﹤0.01%
19,705
+1,354
1512
$800K ﹤0.01%
9,347
+2,736
1513
$799K ﹤0.01%
27,755
-3,854
1514
$797K ﹤0.01%
7,422
+37
1515
$797K ﹤0.01%
38,733
+1,861
1516
$795K ﹤0.01%
20,470
-2,589
1517
$793K ﹤0.01%
67,626
+1,922
1518
$789K ﹤0.01%
16,212
-36
1519
$788K ﹤0.01%
13,228
-1,129
1520
$787K ﹤0.01%
17,609
+1,513
1521
$780K ﹤0.01%
9,906
-2,297
1522
$779K ﹤0.01%
40,642
-132,999
1523
$778K ﹤0.01%
14,712
+320
1524
$766K ﹤0.01%
15,171
+366
1525
$765K ﹤0.01%
11,704
-1,101
59 60
61
62 63