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
1751
$490K ﹤0.01%
12,401
-1,044
1752
$489K ﹤0.01%
5,002
-96
1753
$488K ﹤0.01%
10,958
+3,799
1754
$487K ﹤0.01%
76,630
+27,940
1755
$485K ﹤0.01%
13,028
+2,900
1756
$485K ﹤0.01%
11,377
-1,762
1757
$484K ﹤0.01%
30,523
-1,616
1758
$483K ﹤0.01%
35,802
-2,599
1759
$481K ﹤0.01%
7,899
+19
1760
$481K ﹤0.01%
3,835
+537
1761
$479K ﹤0.01%
37,480
-4,570
1762
$479K ﹤0.01%
13,954
+1,544
1763
$478K ﹤0.01%
25,752
-22,732
1764
$478K ﹤0.01%
+25,087
1765
$476K ﹤0.01%
15,679
+1,009
1766
$475K ﹤0.01%
10,353
+287
1767
$475K ﹤0.01%
12,321
+185
1768
$474K ﹤0.01%
39,488
-11,604
1769
$474K ﹤0.01%
16,215
-1,547
1770
$474K ﹤0.01%
19,713
+132
1771
$473K ﹤0.01%
5,651
-1,983
1772
$473K ﹤0.01%
15,413
+342
1773
$471K ﹤0.01%
7,829
-480
1774
$471K ﹤0.01%
6,183
+224
1775
$470K ﹤0.01%
8,224
+2,863
69 70
71
72 73