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
1701
$554K ﹤0.01%
35,609
+4,719
1702
$552K ﹤0.01%
21,585
+555
1703
$547K ﹤0.01%
16,243
-2,287
1704
$546K ﹤0.01%
14,484
+2,146
1705
$544K ﹤0.01%
14,180
-2,407
1706
$543K ﹤0.01%
16,194
-95
1707
$541K ﹤0.01%
11,216
+146
1708
$541K ﹤0.01%
30,697
+456
1709
$540K ﹤0.01%
26,478
-26,863
1710
$540K ﹤0.01%
10,340
-1,053
1711
$538K ﹤0.01%
24,362
-1,650
1712
$537K ﹤0.01%
13,332
+2,231
1713
$534K ﹤0.01%
31,840
+17,248
1714
$533K ﹤0.01%
10,229
-656
1715
$533K ﹤0.01%
17,845
-1,914
1716
$533K ﹤0.01%
53,540
+15,447
1717
$532K ﹤0.01%
11,350
+2,397
1718
$529K ﹤0.01%
21,565
+2,649
1719
$529K ﹤0.01%
+4,508
1720
$528K ﹤0.01%
33,685
-14,882
1721
$526K ﹤0.01%
17,404
-679
1722
$525K ﹤0.01%
9,927
-69
1723
$524K ﹤0.01%
15,700
+504
1724
$523K ﹤0.01%
223,317
-55,181
1725
$522K ﹤0.01%
10,457
-283
67 68
69
70 71