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
1726
$522K ﹤0.01%
40,799
+6,057
1727
$520K ﹤0.01%
7,049
-2,457
1728
$518K ﹤0.01%
25,987
+5,351
1729
$518K ﹤0.01%
15,423
+1,859
1730
$518K ﹤0.01%
11,389
-2,548
1731
$517K ﹤0.01%
44,923
-7,038
1732
$515K ﹤0.01%
18,143
-1,421
1733
$514K ﹤0.01%
12,581
-561
1734
$514K ﹤0.01%
37,228
+4,555
1735
$512K ﹤0.01%
10,167
-1,109
1736
$512K ﹤0.01%
5,191
-143
1737
$509K ﹤0.01%
8,305
-7,745
1738
$509K ﹤0.01%
7,932
+3,262
1739
$508K ﹤0.01%
8,696
-209
1740
$507K ﹤0.01%
57,993
+10,894
1741
$504K ﹤0.01%
25,465
+1,810
1742
$500K ﹤0.01%
10,858
+576
1743
$499K ﹤0.01%
21,805
+5,717
1744
$495K ﹤0.01%
16,849
-26
1745
$494K ﹤0.01%
28,745
-2,303
1746
$492K ﹤0.01%
5,935
+60
1747
$491K ﹤0.01%
11,084
+956
1748
$490K ﹤0.01%
140,712
+10,904
1749
$490K ﹤0.01%
10,208
-2,778
1750
$490K ﹤0.01%
12,836
+1,399
68 69
70
71 72