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
1901
$373K ﹤0.01%
5,102
+166
1902
$373K ﹤0.01%
4,201
-78
1903
$373K ﹤0.01%
10,627
-250
1904
$370K ﹤0.01%
31,134
-1,165
1905
$370K ﹤0.01%
4,405
-4,111
1906
$370K ﹤0.01%
+20,471
1907
$368K ﹤0.01%
7,014
-411
1908
$366K ﹤0.01%
10,633
+1,764
1909
$366K ﹤0.01%
14,157
-190
1910
$366K ﹤0.01%
6,750
+267
1911
$365K ﹤0.01%
14,578
+783
1912
$364K ﹤0.01%
+14,023
1913
$363K ﹤0.01%
6,796
-1,202
1914
$363K ﹤0.01%
8,433
+3,204
1915
$363K ﹤0.01%
17,294
-58
1916
$363K ﹤0.01%
16,817
+227
1917
$362K ﹤0.01%
21,699
+4,543
1918
$361K ﹤0.01%
4,297
-835
1919
$358K ﹤0.01%
4,006
+28
1920
$358K ﹤0.01%
9,956
+249
1921
$358K ﹤0.01%
61,439
+27,954
1922
$356K ﹤0.01%
5,273
-369
1923
$356K ﹤0.01%
5,590
+515
1924
$356K ﹤0.01%
19,887
+7,776
1925
$356K ﹤0.01%
10,834
-3,601
75 76
77
78 79