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
1951
$335K ﹤0.01%
7,376
-849
1952
$334K ﹤0.01%
18,654
+1,159
1953
$334K ﹤0.01%
14,707
+4,196
1954
$333K ﹤0.01%
4,388
+907
1955
$331K ﹤0.01%
23,317
+8,170
1956
$329K ﹤0.01%
7,002
+1,142
1957
$329K ﹤0.01%
1,291
-224
1958
$328K ﹤0.01%
+7,223
1959
$327K ﹤0.01%
3,888
+81
1960
$327K ﹤0.01%
10,976
+2,798
1961
$327K ﹤0.01%
+12,890
1962
$324K ﹤0.01%
6,968
+34
1963
$324K ﹤0.01%
+2,067
1964
$323K ﹤0.01%
11,131
-1,510
1965
$323K ﹤0.01%
29,579
+2,326
1966
$322K ﹤0.01%
6,788
+688
1967
$322K ﹤0.01%
9,899
+1,499
1968
$321K ﹤0.01%
+5,812
1969
$320K ﹤0.01%
158,651
+6,358
1970
$320K ﹤0.01%
22,832
+129
1971
$318K ﹤0.01%
6,444
+458
1972
$316K ﹤0.01%
9,265
+969
1973
$315K ﹤0.01%
11,103
+178
1974
$314K ﹤0.01%
25,045
+2,637
1975
$313K ﹤0.01%
17,927
+3,216
77 78
79
80 81