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
1926
$353K ﹤0.01%
46,424
+2,972
1927
$353K ﹤0.01%
+10,348
1928
$353K ﹤0.01%
26,909
-2,007
1929
$352K ﹤0.01%
10,562
-4,235
1930
$351K ﹤0.01%
2,543
+234
1931
$351K ﹤0.01%
15,926
-8,465
1932
$351K ﹤0.01%
20,007
+4,459
1933
$350K ﹤0.01%
6,437
-30
1934
$350K ﹤0.01%
11,445
+956
1935
$349K ﹤0.01%
3,808
-532
1936
$349K ﹤0.01%
1,054
-14
1937
$349K ﹤0.01%
7,565
-185
1938
$349K ﹤0.01%
15,428
-3,045
1939
$349K ﹤0.01%
26,660
+12,803
1940
$348K ﹤0.01%
3,408
+402
1941
$348K ﹤0.01%
9,041
+887
1942
$347K ﹤0.01%
22,382
+1,921
1943
$346K ﹤0.01%
+3,444
1944
$345K ﹤0.01%
3,583
+286
1945
$345K ﹤0.01%
18,932
-263
1946
$342K ﹤0.01%
6,517
-364
1947
$338K ﹤0.01%
+10,550
1948
$336K ﹤0.01%
9,967
+69
1949
$335K ﹤0.01%
4,430
-10
1950
$335K ﹤0.01%
20,526
-844
76 77
78
79 80