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
1676
$581K ﹤0.01%
12,065
-3,130
1677
$580K ﹤0.01%
7,152
-1,464
1678
$580K ﹤0.01%
44,717
+27,145
1679
$579K ﹤0.01%
10,809
+3,848
1680
$579K ﹤0.01%
30,515
+1,603
1681
$579K ﹤0.01%
7,932
-1,478
1682
$578K ﹤0.01%
10,379
+4,513
1683
$577K ﹤0.01%
6,389
-2
1684
$577K ﹤0.01%
11,279
+798
1685
$575K ﹤0.01%
13,631
+295
1686
$574K ﹤0.01%
107,077
+12,610
1687
$574K ﹤0.01%
10,068
+346
1688
$572K ﹤0.01%
16,592
+535
1689
$568K ﹤0.01%
24,169
+3,005
1690
$567K ﹤0.01%
+21,484
1691
$567K ﹤0.01%
15,334
+67
1692
$566K ﹤0.01%
71,765
+13,910
1693
$564K ﹤0.01%
+41,923
1694
$563K ﹤0.01%
14,320
-884
1695
$562K ﹤0.01%
86,517
+3,231
1696
$560K ﹤0.01%
23,509
+1,872
1697
$558K ﹤0.01%
16,020
+3,032
1698
$557K ﹤0.01%
24,721
+2,191
1699
$556K ﹤0.01%
15,028
-542
1700
$555K ﹤0.01%
51,194
+3,358
66 67
68
69 70