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
1876
$387K ﹤0.01%
5,799
+1,019
1877
$387K ﹤0.01%
4,505
+111
1878
$387K ﹤0.01%
23,376
+1,309
1879
$386K ﹤0.01%
12,631
-2,466
1880
$386K ﹤0.01%
5,028
-36
1881
$385K ﹤0.01%
30,826
+13,154
1882
$384K ﹤0.01%
7,016
-261
1883
$384K ﹤0.01%
23,328
+6,062
1884
$384K ﹤0.01%
28,758
-4,287
1885
$383K ﹤0.01%
12,853
-1,951
1886
$383K ﹤0.01%
+21,314
1887
$382K ﹤0.01%
15,334
-222
1888
$382K ﹤0.01%
2,797
+16
1889
$382K ﹤0.01%
+17,823
1890
$381K ﹤0.01%
7,221
-6,722
1891
$381K ﹤0.01%
55,177
+38,378
1892
$381K ﹤0.01%
43,810
-10,550
1893
$380K ﹤0.01%
6,590
-134
1894
$379K ﹤0.01%
9,910
+991
1895
$379K ﹤0.01%
20,638
-1,188
1896
$378K ﹤0.01%
36,249
+5,612
1897
$378K ﹤0.01%
22,736
+5,173
1898
$378K ﹤0.01%
40,124
-4,102
1899
$375K ﹤0.01%
11,373
-2,602
1900
$374K ﹤0.01%
13,912
-1,857
74 75
76
77 78