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
1801
$440K ﹤0.01%
5,686
-2,907
1802
$440K ﹤0.01%
11,040
-356
1803
$439K ﹤0.01%
52,105
-1,365
1804
$438K ﹤0.01%
280
+101
1805
$438K ﹤0.01%
23,715
+10,670
1806
$438K ﹤0.01%
8,321
+1,311
1807
$437K ﹤0.01%
11,261
+1,416
1808
$437K ﹤0.01%
21,371
+3,102
1809
$436K ﹤0.01%
54
-9
1810
$436K ﹤0.01%
51,879
-1,119
1811
$435K ﹤0.01%
13,715
-1,694
1812
$434K ﹤0.01%
11,825
-230
1813
$433K ﹤0.01%
6,321
-912
1814
$433K ﹤0.01%
6,502
-3,557
1815
$433K ﹤0.01%
19,995
-1,702
1816
$433K ﹤0.01%
13,465
-195
1817
$430K ﹤0.01%
18,631
-8,103
1818
$429K ﹤0.01%
3,760
+1,006
1819
$429K ﹤0.01%
29,050
+5,488
1820
$428K ﹤0.01%
10,138
+535
1821
$428K ﹤0.01%
33,619
-5,638
1822
$428K ﹤0.01%
25,526
+2,572
1823
$426K ﹤0.01%
2,192
+1,135
1824
$426K ﹤0.01%
4,976
+660
1825
$426K ﹤0.01%
5,547
+472
71 72
73
74 75