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
1576
$704K ﹤0.01%
7,637
-1,663
1577
$702K ﹤0.01%
8,946
+134
1578
$701K ﹤0.01%
19,491
+1,370
1579
$698K ﹤0.01%
+13,815
1580
$698K ﹤0.01%
24,843
1581
$697K ﹤0.01%
8,723
+194
1582
$697K ﹤0.01%
125,217
-31,385
1583
$694K ﹤0.01%
26,371
+810
1584
$693K ﹤0.01%
16,929
+925
1585
$693K ﹤0.01%
98,930
-67,458
1586
$690K ﹤0.01%
9,122
+10
1587
$690K ﹤0.01%
7,296
-217
1588
$689K ﹤0.01%
26,020
-4,142
1589
$688K ﹤0.01%
9,379
+2,789
1590
$688K ﹤0.01%
40,488
-21
1591
$686K ﹤0.01%
8,964
+565
1592
$686K ﹤0.01%
15,725
+3,653
1593
$686K ﹤0.01%
12,147
-1,251
1594
$685K ﹤0.01%
19,519
+4,820
1595
$684K ﹤0.01%
50,600
+35,150
1596
$683K ﹤0.01%
42,965
-8,504
1597
$682K ﹤0.01%
12,186
+4,560
1598
$680K ﹤0.01%
34,735
-1,925
1599
$680K ﹤0.01%
1,686
+64
1600
$680K ﹤0.01%
74,815
+20,766
62 63
64
65 66