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
1851
$404K ﹤0.01%
31,111
+820
1852
$403K ﹤0.01%
24,668
-315
1853
$403K ﹤0.01%
39,090
+12,072
1854
$403K ﹤0.01%
14,391
+162
1855
$403K ﹤0.01%
92,753
-17,752
1856
$400K ﹤0.01%
10,628
+440
1857
$400K ﹤0.01%
129,093
-10,290
1858
$398K ﹤0.01%
20,709
+1,374
1859
$398K ﹤0.01%
+16,850
1860
$398K ﹤0.01%
36,630
+11,836
1861
$396K ﹤0.01%
12,680
+3,178
1862
$395K ﹤0.01%
+23,166
1863
$394K ﹤0.01%
9,002
+239
1864
$394K ﹤0.01%
83,955
+35,168
1865
$394K ﹤0.01%
10,985
+594
1866
$393K ﹤0.01%
24,320
+633
1867
$392K ﹤0.01%
40,428
-5,132
1868
$392K ﹤0.01%
11,315
-6,013
1869
$391K ﹤0.01%
15,126
+2,694
1870
$391K ﹤0.01%
3,463
+118
1871
$391K ﹤0.01%
20,427
-4,889
1872
$390K ﹤0.01%
33,649
-10,153
1873
$389K ﹤0.01%
4,959
+30
1874
$389K ﹤0.01%
8,174
-160
1875
$389K ﹤0.01%
31,045
-6,227
73 74
75
76 77