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
1601
$679K ﹤0.01%
10,860
-558
1602
$678K ﹤0.01%
43,060
-1,838
1603
$677K ﹤0.01%
90,330
+42,474
1604
$675K ﹤0.01%
25,168
-948
1605
$674K ﹤0.01%
36,097
-318
1606
$674K ﹤0.01%
30,447
+4,316
1607
$673K ﹤0.01%
49,848
-2,166
1608
$672K ﹤0.01%
4,817
-531
1609
$671K ﹤0.01%
7,444
-796
1610
$670K ﹤0.01%
31,680
+893
1611
$669K ﹤0.01%
14,685
+836
1612
$668K ﹤0.01%
22,271
-1,803
1613
$667K ﹤0.01%
13,395
-115
1614
$664K ﹤0.01%
11,234
-3
1615
$663K ﹤0.01%
40,155
-18,319
1616
$663K ﹤0.01%
29,287
+11,330
1617
$662K ﹤0.01%
26,904
+16,541
1618
$662K ﹤0.01%
41,504
+4,701
1619
$660K ﹤0.01%
8,713
+441
1620
$660K ﹤0.01%
22,095
-995
1621
$658K ﹤0.01%
35,363
-452
1622
$657K ﹤0.01%
15,776
+883
1623
$655K ﹤0.01%
25,561
+14,324
1624
$654K ﹤0.01%
41,947
-1,158
1625
$653K ﹤0.01%
20,686
+486
63 64
65
66 67