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
1526
$765K ﹤0.01%
7,344
+2,236
1527
$760K ﹤0.01%
9,307
+5,665
1528
$760K ﹤0.01%
27,813
+11,444
1529
$759K ﹤0.01%
6,841
-214
1530
$758K ﹤0.01%
26,191
-419
1531
$757K ﹤0.01%
6,791
+61
1532
$755K ﹤0.01%
18,801
+3,914
1533
$755K ﹤0.01%
20,994
+2,553
1534
$754K ﹤0.01%
6,346
+1,669
1535
$749K ﹤0.01%
32,770
-6,403
1536
$744K ﹤0.01%
16,700
-7,727
1537
$744K ﹤0.01%
13,748
+580
1538
$743K ﹤0.01%
17,821
+11,052
1539
$742K ﹤0.01%
69,305
-326
1540
$740K ﹤0.01%
23,753
+9,893
1541
$739K ﹤0.01%
12,718
+561
1542
$739K ﹤0.01%
7,415
+1,179
1543
$738K ﹤0.01%
15,745
+585
1544
$737K ﹤0.01%
19,056
-314
1545
$737K ﹤0.01%
45,419
+1,988
1546
$734K ﹤0.01%
222,799
-3,702
1547
$733K ﹤0.01%
54,965
-4,893
1548
$732K ﹤0.01%
16,926
-2,622
1549
$732K ﹤0.01%
18,540
+3,800
1550
$731K ﹤0.01%
14,555
-277
60 61
62
63 64