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
1626
$652K ﹤0.01%
3,147
-191
1627
$652K ﹤0.01%
37,468
+702
1628
$652K ﹤0.01%
18,413
+10,493
1629
$651K ﹤0.01%
4,922
+1,561
1630
$650K ﹤0.01%
66,738
-9,254
1631
$646K ﹤0.01%
19,450
+7,791
1632
$646K ﹤0.01%
94,903
+71,615
1633
$644K ﹤0.01%
32,786
-2,863
1634
$643K ﹤0.01%
11,574
-3,169
1635
$643K ﹤0.01%
11,789
+771
1636
$643K ﹤0.01%
11,996
+339
1637
$637K ﹤0.01%
33,262
+11,911
1638
$635K ﹤0.01%
11,479
+5,290
1639
$635K ﹤0.01%
18,784
+7,565
1640
$635K ﹤0.01%
29,355
+4,040
1641
$628K ﹤0.01%
22,797
+3,484
1642
$626K ﹤0.01%
30,517
+14,675
1643
$625K ﹤0.01%
15,001
-2,976
1644
$625K ﹤0.01%
16,370
+537
1645
$622K ﹤0.01%
13,921
+550
1646
$621K ﹤0.01%
20,965
+187
1647
$621K ﹤0.01%
31,866
+3,677
1648
$620K ﹤0.01%
19,736
+4,517
1649
$620K ﹤0.01%
14,757
+479
1650
$616K ﹤0.01%
18,344
+3,205
64 65
66
67 68