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
1551
$731K ﹤0.01%
43,458
-17,175
1552
$731K ﹤0.01%
17,999
-1,394
1553
$731K ﹤0.01%
20,941
+1,955
1554
$731K ﹤0.01%
16,436
-857
1555
$725K ﹤0.01%
8,736
+1,370
1556
$724K ﹤0.01%
10,600
+68
1557
$722K ﹤0.01%
9,137
+45
1558
$721K ﹤0.01%
12,049
+347
1559
$721K ﹤0.01%
3,940
-66
1560
$721K ﹤0.01%
33,530
+6,615
1561
$718K ﹤0.01%
20,260
-598
1562
$718K ﹤0.01%
9,215
+266
1563
$717K ﹤0.01%
286
-22
1564
$716K ﹤0.01%
43,104
1565
$715K ﹤0.01%
54,360
+11,153
1566
$714K ﹤0.01%
63,085
-5,250
1567
$713K ﹤0.01%
5,539
+327
1568
$711K ﹤0.01%
13,089
-781
1569
$709K ﹤0.01%
+43,242
1570
$709K ﹤0.01%
24,731
+7,354
1571
$707K ﹤0.01%
21,463
+1,459
1572
$707K ﹤0.01%
7,575
+1,393
1573
$706K ﹤0.01%
4,962
+73
1574
$705K ﹤0.01%
25,773
-1,129
1575
$705K ﹤0.01%
11,018
+84
61 62
63
64 65