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
1651
$614K ﹤0.01%
131,265
+43,923
1652
$612K ﹤0.01%
47,487
+3,383
1653
$611K ﹤0.01%
15,348
+4,006
1654
$609K ﹤0.01%
5,388
-233
1655
$608K ﹤0.01%
23,807
+1,625
1656
$605K ﹤0.01%
23,711
+5,387
1657
$603K ﹤0.01%
27,188
-673
1658
$599K ﹤0.01%
14,194
+22
1659
$598K ﹤0.01%
9,033
-667
1660
$596K ﹤0.01%
9,431
-348
1661
$594K ﹤0.01%
18,886
+1,488
1662
$594K ﹤0.01%
8,488
-69
1663
$591K ﹤0.01%
10,233
+1,899
1664
$591K ﹤0.01%
15,827
+924
1665
$591K ﹤0.01%
119,001
+28,406
1666
$588K ﹤0.01%
28,361
-12,268
1667
$588K ﹤0.01%
27,899
-1,114
1668
$587K ﹤0.01%
11,018
+689
1669
$586K ﹤0.01%
7,738
-514
1670
$586K ﹤0.01%
22,746
+1,884
1671
$585K ﹤0.01%
20,067
-7,090
1672
$584K ﹤0.01%
20,106
-720
1673
$584K ﹤0.01%
10,910
-4
1674
$584K ﹤0.01%
58,785
-8,959
1675
$582K ﹤0.01%
47,859
-2,323
65 66
67
68 69