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
1776
$469K ﹤0.01%
54,766
-38,013
1777
$468K ﹤0.01%
16,032
-1,713
1778
$459K ﹤0.01%
5,543
+1,056
1779
$458K ﹤0.01%
34,193
+14,687
1780
$456K ﹤0.01%
30,599
+8,615
1781
$456K ﹤0.01%
21,904
-3,440
1782
$456K ﹤0.01%
7,955
+385
1783
$456K ﹤0.01%
131,379
+702
1784
$454K ﹤0.01%
1,286
-3
1785
$452K ﹤0.01%
11,868
+1,382
1786
$452K ﹤0.01%
4,710
-97
1787
$451K ﹤0.01%
7,460
+924
1788
$451K ﹤0.01%
7,165
-424
1789
$451K ﹤0.01%
4,987
+1,458
1790
$451K ﹤0.01%
55,439
+20,293
1791
$450K ﹤0.01%
26,321
+4,370
1792
$449K ﹤0.01%
9,973
+390
1793
$449K ﹤0.01%
10,100
+199
1794
$447K ﹤0.01%
16,602
+95
1795
$446K ﹤0.01%
21,928
-297
1796
$446K ﹤0.01%
5,169
-298
1797
$445K ﹤0.01%
9,727
+1,528
1798
$445K ﹤0.01%
8,877
+389
1799
$443K ﹤0.01%
33,545
-18,681
1800
$443K ﹤0.01%
49,475
-27,198
70 71
72
73 74