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
1826
$424K ﹤0.01%
7,202
+1,032
1827
$422K ﹤0.01%
131,535
-103,487
1828
$420K ﹤0.01%
30,331
-1,620
1829
$420K ﹤0.01%
30,435
+16,830
1830
$420K ﹤0.01%
15,279
+473
1831
$417K ﹤0.01%
2,621
-692
1832
$417K ﹤0.01%
4,296
+34
1833
$417K ﹤0.01%
29,915
-5,275
1834
$415K ﹤0.01%
147,855
-8,161
1835
$414K ﹤0.01%
11,945
-1,155
1836
$414K ﹤0.01%
12,084
+84
1837
$414K ﹤0.01%
21,791
+1,329
1838
$414K ﹤0.01%
61,707
+13,011
1839
$413K ﹤0.01%
17,895
+6,418
1840
$412K ﹤0.01%
10,679
-1,359
1841
$412K ﹤0.01%
30,647
-3,822
1842
$411K ﹤0.01%
28,744
-2,399
1843
$411K ﹤0.01%
42,061
+1,717
1844
$409K ﹤0.01%
202,424
+20,133
1845
$407K ﹤0.01%
22,029
-1
1846
$407K ﹤0.01%
10,487
+2,689
1847
$406K ﹤0.01%
118
-13
1848
$405K ﹤0.01%
9,126
+438
1849
$405K ﹤0.01%
25,295
+6,452
1850
$405K ﹤0.01%
14,524
+677
72 73
74
75 76